Mariner Wealth Advisors (NYC)’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$540K	Buy	+5,711	New	+$543K	0.26%	28

Other funds holding RWR

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCT

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Mariner Wealth Advisors (NYC) opened a new position in State Street SPDR Dow Jones REIT ETF (RWR) in Q1 2015: 5,711 shares worth $540K. The stake represents 0.26% of the portfolio and ranks #28 among its holdings.

189 funds tracked by Wall St. Rank hold RWR as of Q1 2015.

Mariner Wealth Advisors (NYC) held 5,711 shares of State Street SPDR Dow Jones REIT ETF worth $540K as of Q1 2015.
State Street SPDR Dow Jones REIT ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
State Street SPDR Dow Jones REIT ETF made up 0.26% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #28 holding.
189 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2015.

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