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Mariner Wealth Advisors (Madison)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2013
Q3 		$612K Buy
7,385
+330
+5% +$27.3K 0.25% 43
2013
Q2 		$552K Buy
+7,055
New +$552K 0.25% 38