Mariner Wealth Advisors (NYC)’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$183K	Buy	+5,945	New	+$180K	0.09%	61

Other funds holding IYH

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWA

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

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

Mariner Wealth Advisors (NYC) opened a new position in iShares US Healthcare ETF (IYH) in Q1 2015: 5,945 shares worth $183K. The stake represents 0.09% of the portfolio and ranks #61 among its holdings.

207 funds tracked by Wall St. Rank hold IYH as of Q1 2015.

Mariner Wealth Advisors (NYC) held 5,945 shares of iShares US Healthcare ETF worth $183K as of Q1 2015.
iShares US Healthcare ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares US Healthcare ETF made up 0.09% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #61 holding.
207 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2015.

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