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Mariner Wealth Advisors (Madison)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$4.25M Buy
127,805
+22,155
+21% +$740K 1.71% 18
2013
Q2 		$3.44M Buy
+105,650
New +$3.51M 1.53% 18

Other funds holding USMV

AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 21% in Q3 2013, buying an estimated $740K and bringing the position to 127,805 shares worth $4.25M. The position accounts for 1.71% of the portfolio, ranked #18.

Mariner Wealth Advisors (Madison) first reported a position in USMV in Q2 2013 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold USMV as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 127,805 shares of iShares MSCI USA Min Vol Factor ETF worth $4.25M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 22,155 iShares MSCI USA Min Vol Factor ETF shares in Q3 2013, an estimated $740K.
  • iShares MSCI USA Min Vol Factor ETF made up 1.71% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #18 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q2 2013 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q3 2013.

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