$209 Million is the total value of Mariner Wealth Advisors-NYC, LLC's 773 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 1 | Q1 2015 | 12.2% |
| ISHARES TR | 1 | Q1 2015 | 11.9% |
| ISHARES TR | 1 | Q1 2015 | 8.9% |
| ISHARES TR | 1 | Q1 2015 | 8.3% |
| POWERSHARES DB CMDTY IDX TRA | 1 | Q1 2015 | 8.1% |
| VANGUARD TAX MANAGED INTL FD | 1 | Q1 2015 | 7.9% |
| ALPS ETF TR | 1 | Q1 2015 | 7.3% |
| SPDR GOLD TRUST | 1 | Q1 2015 | 3.4% |
| APOLLO GLOBAL MGMT LLC | 1 | Q1 2015 | 3.3% |
| ISHARES TR | 1 | Q1 2015 | 3.3% |
View Mariner Wealth Advisors-NYC, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2018-02-09 |
| 13F-NT | 2017-11-14 |
| 13F-NT | 2017-08-11 |
| 13F-NT | 2017-05-15 |
| 13F-NT | 2017-02-14 |
| 13F-NT | 2016-11-14 |
| 13F-NT | 2016-08-12 |
| 13F-NT | 2016-05-13 |
| 13F-NT | 2016-02-16 |
| 13F-NT | 2015-11-16 |
View Mariner Wealth Advisors-NYC, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.