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Mariner Wealth Advisors (Madison)’s iShares MSCI Agriculture Producers ETF VEGI Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio VEGI Stock Details VEGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$9.12M Buy
350,145
+5,260
+2% +$136K 3.67% 12
2013
Q2 		$8.99M Buy
+344,885
New +$9.49M 4% 10

Other funds holding VEGI

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) increased its iShares MSCI Agriculture Producers ETF (VEGI) stake by 1.5% in Q3 2013, buying an estimated $136K and bringing the position to 350,145 shares worth $9.12M. The position accounts for 3.67% of the portfolio, ranked #12.

Mariner Wealth Advisors (Madison) first reported a position in VEGI in Q2 2013 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold VEGI as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 350,145 shares of iShares MSCI Agriculture Producers ETF worth $9.12M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 5,260 iShares MSCI Agriculture Producers ETF shares in Q3 2013, an estimated $136K.
  • iShares MSCI Agriculture Producers ETF made up 3.67% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #12 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares MSCI Agriculture Producers ETF in Q2 2013 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares MSCI Agriculture Producers ETF as of Q3 2013.

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