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Mariner Wealth Advisors (Madison)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$29K Hold
730
– – 0.01% 111
2013
Q2 		$28K Buy
+730
New +$30.6K 0.01% 88

Other funds holding VWO

BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2013 at 730 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #111.

Mariner Wealth Advisors (Madison) first reported a position in VWO in Q2 2013 and has held it in 2 quarters since. 737 funds tracked by Wall St. Rank hold VWO as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 730 shares of Vanguard FTSE Emerging Markets ETF worth $29K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2013.
  • Vanguard FTSE Emerging Markets ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #111 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 2 quarters since.
  • 737 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2013.

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