MWM
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Merriman Wealth Management’s APA Corp APA Stock Holding History

Merriman Wealth Management’s Portfolio APA Stock Details APA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,310
Closed -$397K – 169
2018
Q1 		$397K Sell
10,310
-1,945
-16% -$78.3K 0.1% 137
2017
Q4 		$517K Sell
12,255
-38,485
-76% -$1.62M 0.13% 114
2017
Q3 		$2.32M Sell
50,740
-7,175
-12% -$316K 0.55% 50
2017
Q2 		$2.78M Sell
57,915
-5,115
-8% -$252K 0.77% 38
2017
Q1 		$3.24M Buy
63,030
+36,596
+138% +$2.06M 0.79% 39
2016
Q4 		$1.68M Sell
26,434
-3,407
-11% -$215K 0.46% 53
2016
Q3 		$1.91M Sell
29,841
-2,630
-8% -$144K 0.39% 68
2016
Q2 		$1.81M Buy
+32,471
New +$1.77M 0.51% 51

Other funds holding APA

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return