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Mariner Wealth Advisors-Cincinnati, LLC Last Quarter Change: USA Everything Else, Added

Mariner Wealth Advisors-Cincinnati, LLC quarter change: USA Everything Else, Added

In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Mariner Wealth Advisors-Cincinnati, LLC opened 1 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was JPMORGAN CHASE & CO (+$874,000); the largest decrease was UBS AG JERSEY BRH (+$253,000).

  • JPMORGAN CHASE & CO: Country of operation —; Class ALERIAN ML ETN; Shares 2016-06-30 292,636; Shares 2016-09-30 323,271.

Two Form 13F-HR filings compared (SEC CIK 1567390): 2016-06-30 (filed 2016-08-12) and 2016-09-30 (filed 2016-11-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
JPMORGAN CHASE & CO
CUSIP 46625H365
ALERIAN ML ETN292,636323,271+30,635$9,309,000$10,183,000+$874,000

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