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Mariner Wealth Advisors (NYC)’s Polaris PII Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$21K Buy
+148
New +$21.8K 0.01% 273

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Polaris (PII) in Q1 2015: 148 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings.

493 funds tracked by Wall St. Rank hold PII as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 148 shares of Polaris worth $21K as of Q1 2015.
  • Polaris was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Polaris made up 0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #273 holding.
  • 493 funds tracked by Wall St. Rank held Polaris as of Q1 2015.

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