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Mariner Wealth Advisors (NYC)’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$56K Buy
+1,144
New +$55.7K 0.03% 145

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
USAA
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2015: 1,144 shares worth $56K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings.

204 funds tracked by Wall St. Rank hold SHM as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 1,144 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $56K as of Q1 2015.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #145 holding.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2015.

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