Mariner Wealth Advisors (NYC)’s Vanguard Real Estate ETF VNQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$25.6M	Buy	+303,385	New	+$25.8M	12.22%	1

Other funds holding VNQ

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

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

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

Mariner Wealth Advisors (NYC) opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2015: 303,385 shares worth $25.6M. The stake represents 12.22% of the portfolio and ranks #1 among its holdings.

731 funds tracked by Wall St. Rank hold VNQ as of Q1 2015.

Mariner Wealth Advisors (NYC) held 303,385 shares of Vanguard Real Estate ETF worth $25.6M as of Q1 2015.
Vanguard Real Estate ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Vanguard Real Estate ETF made up 12.22% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #1 holding.
731 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2015.

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