Merriman Wealth Management, LLC Closed Holding Positions

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Rydex ETF Trust
Q2 2018 Filed on Aug 10, 2018
11,880
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 10, 2018
49,492
N/A
Navios Maritime Holdings Inc
Q2 2018 Filed on Aug 10, 2018
10,000
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 10, 2018
7,831
N/A
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q2 2018 Filed on Aug 10, 2018
154,611
$13.93 - $17.46 $2.15M - $2.7M
Washington Prime Group New
Q1 2018 Filed on Apr 10, 2018
95,500
N/A
Weatherford Intl PLC
Q1 2018 Filed on Apr 10, 2018
19,800
N/A
EQR
Equity Residential

Real Estate
Q1 2018 Filed on Apr 10, 2018
25,388
$55.26 - $63.84 $1.4M - $1.62M
Anadarko Pete Corp
Q1 2018 Filed on Apr 10, 2018
18,303
N/A
Cbl & Assoc Pptys Inc
Q1 2018 Filed on Apr 10, 2018
114,600
N/A
KIO
Kkr Income Opportunities Fund

Financial Services
Q1 2018 Filed on Apr 10, 2018
25,000
$15.48 - $16.15 $387K - $404K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2018 Filed on Apr 10, 2018
14,300
N/A
BFZ
Blackrock California Municipal Income Trust

Financial Services
Q1 2018 Filed on Apr 10, 2018
36,000
$12.94 - $13.92 $466K - $501K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q1 2018 Filed on Apr 10, 2018
26,500
$11.45 - $12.47 $303K - $330K
WY
Weyerhaeuser CO

Real Estate
Q1 2018 Filed on Apr 10, 2018
74,265
$33.6 - $37.85 $2.5M - $2.81M
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2018 Filed on Apr 10, 2018
9,986
N/A
BKD
Brookdale Senior Living Inc.

Healthcare
Q1 2018 Filed on Apr 10, 2018
15,390
$6.53 - $10.26 $100K - $158K
Kayne Anderson Enrgy Ttl Rt
Q1 2018 Filed on Apr 10, 2018
40,400
N/A
KIM
Kimco Realty Corp

Real Estate
Q1 2018 Filed on Apr 10, 2018
20,700
$14.01 - $18.12 $290K - $375K
Exchange Listed Fds Tr
Q1 2018 Filed on Apr 10, 2018
7,647
N/A
CDE
Coeur Mining, Inc.

Basic Materials
Q1 2018 Filed on Apr 10, 2018
25,000
$7.19 - $8.61 $180K - $215K
XLI
Industrial Sector Spdr

ETFs
Q4 2017 Filed on Feb 05, 2018
2,825
N/A
ENPH
Enphase Energy, Inc.

Technology
Q4 2017 Filed on Feb 05, 2018
20,000
$1.26 - $3.14 $25.2K - $62.8K
Numerex Corp Pa
Q4 2017 Filed on Feb 05, 2018
40,555
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2017 Filed on Feb 05, 2018
19,648
$38.07 - $38.65 $748K - $759K
GBCI
Glacier Bancorp, Inc.

Financial Services
Q4 2017 Filed on Feb 05, 2018
8,750
$36.01 - $40.31 $315K - $353K
IYR
Ishares Tr

ETFs
Q4 2017 Filed on Feb 05, 2018
29,662
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q4 2017 Filed on Feb 05, 2018
1,517
$235.11 - $261.01 $357K - $396K
Powershares ETF Trust
Q4 2017 Filed on Feb 05, 2018
34,000
N/A
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q3 2017 Filed on Oct 19, 2017
500
$297.09 - $351.06 $149K - $176K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2017 Filed on Oct 19, 2017
12,868
$72.11 - $85.47 $928K - $1.1M
DVYE
Ishares Emerging Markets Divid

ETFs
Q3 2017 Filed on Oct 19, 2017
6,150
N/A
Spirit Rlty Cap Inc New
Q3 2017 Filed on Oct 19, 2017
24,800
N/A
Spdr Index Shs Fds
Q3 2017 Filed on Oct 19, 2017
8,000
N/A
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