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Mariner Wealth Advisors (NYC)’s Sempra SRE Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$4K Buy
+78
New +$4.3K ﹤0.01% 565

Other funds holding SRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in Sempra (SRE) in Q1 2015: 78 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

572 funds tracked by Wall St. Rank hold SRE as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 78 shares of Sempra worth $4K as of Q1 2015.
  • Sempra was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Sempra made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #565 holding.
  • 572 funds tracked by Wall St. Rank held Sempra as of Q1 2015.

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