Mariner Wealth Advisors (NYC)’s iShares TIPS Bond ETF TIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$6.92M	Buy	+60,884	New	+$6.9M	3.3%	11

Other funds holding TIP

TCT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

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

Mariner Wealth Advisors (NYC) opened a new position in iShares TIPS Bond ETF (TIP) in Q1 2015: 60,884 shares worth $6.92M. The stake represents 3.3% of the portfolio and ranks #11 among its holdings.

523 funds tracked by Wall St. Rank hold TIP as of Q1 2015.

Mariner Wealth Advisors (NYC) held 60,884 shares of iShares TIPS Bond ETF worth $6.92M as of Q1 2015.
iShares TIPS Bond ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
iShares TIPS Bond ETF made up 3.3% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #11 holding.
523 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2015.

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