MWAM
PAGG

Mariner Wealth Advisors (Madison)’s Invesco Global Agriculture ETF PAGG Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio PAGG Stock Details PAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$867K Buy
30,536
+1,383
+5% +$39.5K 0.35% 28
2013
Q2 		$854K Buy
+29,153
New +$899K 0.38% 26

Other funds holding PAGG

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Invesco Global Agriculture ETF (PAGG) stake by 4.7% in Q3 2013, buying an estimated $39.5K and bringing the position to 30,536 shares worth $867K. The position accounts for 0.35% of the portfolio, ranked #28.

Mariner Wealth Advisors (Madison) first reported a position in PAGG in Q2 2013 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold PAGG as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 30,536 shares of Invesco Global Agriculture ETF worth $867K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 1,383 Invesco Global Agriculture ETF shares in Q3 2013, an estimated $39.5K.
  • Invesco Global Agriculture ETF made up 0.35% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #28 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco Global Agriculture ETF in Q2 2013 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Invesco Global Agriculture ETF as of Q3 2013.

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