Mariner Wealth Advisors, LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
-21,542
(-2.7%)
New positions
38
Sold out positions
53
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| EGSHARES EMERGING MARKETS DOME | 17,766 | NEW |
| EFA | 15,995 | 93.3% |
| SPY | 14,132 | 117.4% |
| VNQ | 13,411 | 22.7% |
| FTSE RAFI US 1500 Small Cap | 10,295 | 145.0% |
| BOND | 9,427 | 868.0% |
| POWERSHARES | 7,589 | 64.6% |
| IJH | 5,827 | 42.5% |
| BRK-B | 4,587 | 68.8% |
| IVV | 4,567 | 21.4% |
Top Reduces (Value $000, Stocks/ETFs)
| GUGGENHEIM | -22,018 | -99.0% |
| IGF | -19,494 | -98.7% |
| VSS | -16,794 | -98.8% |
| EWX | -14,325 | -95.2% |
| New York Life Investments ETF Trust | -9,490 | -100.0% |
| VEGI | -9,120 | -100.0% |
| EGA EMERGING GLOBAL SHS TR | -9,037 | -92.7% |
| EWW | -8,794 | -84.3% |
| *REVOLUTION LIGHTING TECHNOLO | -4,999 | -100.0% |
| SCHM | -4,375 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|