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Meridian Wealth Management’s Nasdaq NDAQ Stock Holding History

Meridian Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13,890
Closed -$331K – 172
2017
Q2 		$331K Sell
13,890
-675
-5% -$15.5K 0.21% 112
2017
Q1 		$337K Buy
+14,565
New +$338K 0.2% 108

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BlackRock
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State Street
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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Meridian Wealth Management's NDAQ Position: Q3 2017 in Review

Meridian Wealth Management sold out of Nasdaq (NDAQ) in Q3 2017, closing a stake of 13,890 shares — an estimated $331K sold.

Meridian Wealth Management first reported a position in NDAQ in Q1 2017 and held it in 2 quarters. The position peaked at $337K in Q1 2017. 453 funds tracked by Wall St. Rank hold NDAQ as of Q3 2017.

  • Meridian Wealth Management reported no remaining Nasdaq position as of Q3 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 13,890 Nasdaq shares in Q3 2017, an estimated $331K.
  • Meridian Wealth Management first reported a position in Nasdaq in Q1 2017 and held it in 2 quarters.
  • Meridian Wealth Management's Nasdaq position peaked at $337K in Q1 2017.
  • 453 funds tracked by Wall St. Rank held Nasdaq as of Q3 2017.

Based on Meridian Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.