MWAM
PDS

Mariner Wealth Advisors (Madison)’s Precision Drilling PDS Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$53K Hold
267
– – 0.02% 91
2013
Q2 		$46K Buy
+267
New +$45K 0.02% 76

Other funds holding PDS

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
TCM
Tetrem Capital Management Winnipeg, Manitoba, Canada $2.29B AUM 16.55% 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 PDS Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Precision Drilling (PDS) position steady in Q3 2013 at 267 shares worth $53K. The position accounts for 0.02% of the portfolio, ranked #91.

Mariner Wealth Advisors (Madison) first reported a position in PDS in Q2 2013 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold PDS as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 267 shares of Precision Drilling worth $53K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Precision Drilling share count unchanged in Q3 2013.
  • Precision Drilling made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #91 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Precision Drilling in Q2 2013 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Precision Drilling as of Q3 2013.

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