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Mariner Wealth Advisors (Madison)’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$5.74M Buy
320,515
+15,140
+5% +$263K 2.31% 16
2013
Q2 		$4.95M Buy
+305,375
New +$4.85M 2.2% 15

Other funds holding PRFZ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) stake by 5% in Q3 2013, buying an estimated $263K and bringing the position to 320,515 shares worth $5.74M. The position accounts for 2.31% of the portfolio, ranked #16.

Mariner Wealth Advisors (Madison) first reported a position in PRFZ in Q2 2013 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold PRFZ as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 320,515 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $5.74M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 15,140 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2013, an estimated $263K.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 2.31% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #16 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2013 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2013.

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