MWM
BBH icon

Meridian Wealth Management’s VanEck Biotech ETF BBH Stock Holding History

Meridian Wealth Management’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$257 – 221
2019
Q2 		$257 Buy
+200
New +$24.7K 0.01% 492

Other funds holding BBH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BRM
Boston Research & Management Manchester, Massachusetts $421M AUM 16.18% 1-Year Est. Return

Meridian Wealth Management's BBH Position: Q3 2019 in Review

Meridian Wealth Management sold out of VanEck Biotech ETF (BBH) in Q3 2019, closing a stake of 200 shares — an estimated $257 sold.

Meridian Wealth Management first reported a position in BBH in Q2 2019 and held it in 1 quarter. The position peaked at $257 in Q2 2019. 78 funds tracked by Wall St. Rank hold BBH as of Q3 2019.

  • Meridian Wealth Management reported no remaining VanEck Biotech ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 200 VanEck Biotech ETF shares in Q3 2019, an estimated $257.
  • Meridian Wealth Management first reported a position in VanEck Biotech ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's VanEck Biotech ETF position peaked at $257 in Q2 2019.
  • 78 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.