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Mariner Wealth Advisors (Madison)’s iShares National Muni Bond ETF MUB Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$113K Sell
1,081
-3,495
-76% -$361K 0.05% 64
2013
Q2 		$481K Buy
+4,576
New +$501K 0.21% 41

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) reduced its iShares National Muni Bond ETF (MUB) stake by 76% in Q3 2013, selling an estimated $361K and leaving 1,081 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #64.

Mariner Wealth Advisors (Madison) first reported a position in MUB in Q2 2013 and has held it in 2 quarters since. The position peaked at $481K in Q2 2013. 218 funds tracked by Wall St. Rank hold MUB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,081 shares of iShares National Muni Bond ETF worth $113K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 3,495 iShares National Muni Bond ETF shares in Q3 2013, an estimated $361K.
  • iShares National Muni Bond ETF made up 0.05% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #64 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s iShares National Muni Bond ETF position peaked at $481K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2013.

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