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Mariner Wealth Advisors (Madison)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio RWR Stock Details RWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$57K Hold
780
– – 0.02% 88
2013
Q2 		$59K Buy
+780
New +$62.4K 0.03% 68

Other funds holding RWR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q3 2013 at 780 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #88.

Mariner Wealth Advisors (Madison) first reported a position in RWR in Q2 2013 and has held it in 2 quarters since. The position peaked at $59K in Q2 2013. 144 funds tracked by Wall St. Rank hold RWR as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 780 shares of State Street SPDR Dow Jones REIT ETF worth $57K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q3 2013.
  • State Street SPDR Dow Jones REIT ETF made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #88 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in State Street SPDR Dow Jones REIT ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s State Street SPDR Dow Jones REIT ETF position peaked at $59K in Q2 2013.
  • 144 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q3 2013.

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