Mariner Wealth Advisors (NYC)’s Invesco IVZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$6K	Buy	+149	New	+$5.82K	﹤0.01%	473

Other funds holding IVZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Invesco (IVZ) in Q1 2015: 149 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings.

545 funds tracked by Wall St. Rank hold IVZ as of Q1 2015.

Mariner Wealth Advisors (NYC) held 149 shares of Invesco worth $6K as of Q1 2015.
Invesco was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Invesco made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #473 holding.
545 funds tracked by Wall St. Rank held Invesco as of Q1 2015.

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