MWM
AMU

Merriman Wealth Management’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Merriman Wealth Management’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-39,200
Closed -$1.13M – 55
2013
Q2 		$1.13M Buy
+39,200
New +$1.12M 1.47% 19

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Merriman Wealth Management's AMU Position: Q3 2013 in Review

Merriman Wealth Management sold out of ETRACS Alerian MLP Index ETN (AMU) in Q3 2013, closing a stake of 39,200 shares — an estimated $1.13M sold.

Merriman Wealth Management first reported a position in AMU in Q2 2013 and held it in 1 quarter. The position peaked at $1.13M in Q2 2013. 15 funds tracked by Wall St. Rank hold AMU as of Q3 2013.

  • Merriman Wealth Management reported no remaining ETRACS Alerian MLP Index ETN position as of Q3 2013 after selling out during the quarter.
  • Merriman Wealth Management sold 39,200 ETRACS Alerian MLP Index ETN shares in Q3 2013, an estimated $1.13M.
  • Merriman Wealth Management first reported a position in ETRACS Alerian MLP Index ETN in Q2 2013 and held it in 1 quarter.
  • Merriman Wealth Management's ETRACS Alerian MLP Index ETN position peaked at $1.13M in Q2 2013.
  • 15 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q3 2013.

Based on Merriman Wealth Management's 13F filing for Q3 2013, filed 13 Nov 2013.