MWAN
EWRS

Mariner Wealth Advisors (NYC)’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio EWRS Stock Details EWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$73K Buy
+1,584
New +$71.1K 0.03% 123

Other funds holding EWRS

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q1 2015: 1,584 shares worth $73K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings.

20 funds tracked by Wall St. Rank hold EWRS as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 1,584 shares of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF worth $73K as of Q1 2015.
  • GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #123 holding.
  • 20 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q1 2015.

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