Mariner Wealth Advisors (NYC)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$6K	Buy	+230	New	+$6.1K	﹤0.01%	476

Other funds holding PBW

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2015: 230 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

85 funds tracked by Wall St. Rank hold PBW as of Q1 2015.

Mariner Wealth Advisors (NYC) held 230 shares of Invesco WilderHill Clean Energy ETF worth $6K as of Q1 2015.
Invesco WilderHill Clean Energy ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #476 holding.
85 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2015.

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