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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$70K	Buy	+3,144	New	+$72.6K	0.03%	127

Other funds holding XLU

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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

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

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC) opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2015: 3,144 shares worth $70K. The stake represents 0.03% of the portfolio and ranks #127 among its holdings.

457 funds tracked by Wall St. Rank hold XLU as of Q1 2015.

Mariner Wealth Advisors (NYC) held 3,144 shares of State Street Utilities Select Sector SPDR ETF worth $70K as of Q1 2015.
State Street Utilities Select Sector SPDR ETF was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #127 holding.
457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2015.

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