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Mariner Wealth Advisors (Madison)’s iShares US Telecommunications ETF IYZ Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$647K Buy
23,450
+980
+4% +$26.9K 0.26% 38
2013
Q2 		$581K Buy
+22,470
New +$588K 0.26% 35

Other funds holding IYZ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s IYZ Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its iShares US Telecommunications ETF (IYZ) stake by 4.4% in Q3 2013, buying an estimated $26.9K and bringing the position to 23,450 shares worth $647K. The position accounts for 0.26% of the portfolio, ranked #38.

Mariner Wealth Advisors (Madison) first reported a position in IYZ in Q2 2013 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold IYZ as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 23,450 shares of iShares US Telecommunications ETF worth $647K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 980 iShares US Telecommunications ETF shares in Q3 2013, an estimated $26.9K.
  • iShares US Telecommunications ETF made up 0.26% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #38 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.