Mariner Wealth Advisors (NYC)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$97K	Buy	+2,494	New	+$96.6K	0.05%	107

Other funds holding XLE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAA

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q1 2015: 2,494 shares worth $97K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings.

562 funds tracked by Wall St. Rank hold XLE as of Q1 2015.

Mariner Wealth Advisors (NYC) held 2,494 shares of State Street Energy Select Sector SPDR ETF worth $97K as of Q1 2015.
State Street Energy Select Sector SPDR ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
State Street Energy Select Sector SPDR ETF made up 0.05% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #107 holding.
562 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2015.

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