Mariner Wealth Advisors (NYC)’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$19K	Buy	+438	New	+$19.2K	0.01%	282

Other funds holding IYE

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in iShares US Energy ETF (IYE) in Q1 2015: 438 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

139 funds tracked by Wall St. Rank hold IYE as of Q1 2015.

Mariner Wealth Advisors (NYC) held 438 shares of iShares US Energy ETF worth $19K as of Q1 2015.
iShares US Energy ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares US Energy ETF made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #282 holding.
139 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2015.

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