Mariner Wealth Advisors (NYC)’s iShares Core High Dividend ETF HDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$54K	Buy	+3,580	New	+$54.8K	0.03%	147

Other funds holding HDV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

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

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Core High Dividend ETF (HDV) in Q1 2015: 3,580 shares worth $54K. The stake represents 0.03% of the portfolio and ranks #147 among its holdings.

214 funds tracked by Wall St. Rank hold HDV as of Q1 2015.

Mariner Wealth Advisors (NYC) held 3,580 shares of iShares Core High Dividend ETF worth $54K as of Q1 2015.
iShares Core High Dividend ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Core High Dividend ETF made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #147 holding.
214 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q1 2015.

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