Mariner Wealth Advisors-NYC, LLC EFA Holdings History
Number of Shares
269,337.00
Current Holdings Value*
$17.28 Mil
% of Portfolio
9.03%
Total Estimate Gain
$6.84 Mil
% of Total Estimate Gain
40.37%
Mariner Wealth Advisors-NYC, LLC's iShares MSCI EAFE ETF Holding Summary
As of 2015-03-31, Mariner Wealth Advisors-NYC, LLC held 269,337.00 shares of iShares MSCI EAFE ETF(EFA), totaling $17.28 Mil. This investment constitutes 9.03% of their stock portfolio, and Mariner Wealth Advisors-NYC, LLC now holds 0.04% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2015Q1. Based on historical transaction data and EFA's current price of $88.36, Mariner Wealth Advisors-NYC, LLC's estimated gain on his EFA holdings is $6.84 Mil, reflecting a 40.37% gain to date.
Mariner Wealth Advisors-NYC, LLC EFA ($88.36) Holding Chart
Mariner Wealth Advisors-NYC, LLC EFA ($88.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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