Mariner Wealth Advisors (NYC)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$184K	Buy	+2,283	New	+$183K	0.09%	60

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AUIM

Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s BSV Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2015: 2,283 shares worth $184K. The stake represents 0.09% of the portfolio and ranks #60 among its holdings.

416 funds tracked by Wall St. Rank hold BSV as of Q1 2015.

Mariner Wealth Advisors (NYC) held 2,283 shares of Vanguard Short-Term Bond ETF worth $184K as of Q1 2015.
Vanguard Short-Term Bond ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Vanguard Short-Term Bond ETF made up 0.09% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #60 holding.
416 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.