Mariner Wealth Advisors (NYC)’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$6.94M	Buy	+45,780	New	+$6.67M	3.31%	10

Other funds holding IWO

Goldman Sachs New York $1.15T AUM 47.82% 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

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

TCT

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q1 2015: 45,780 shares worth $6.94M. The stake represents 3.31% of the portfolio and ranks #10 among its holdings.

400 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

Mariner Wealth Advisors (NYC) held 45,780 shares of iShares Russell 2000 Growth ETF worth $6.94M as of Q1 2015.
iShares Russell 2000 Growth ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares Russell 2000 Growth ETF made up 3.31% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #10 holding.
400 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

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