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Merriman Wealth Management’s Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF ASHS Stock Holding History

Merriman Wealth Management’s Portfolio ASHS Stock Details ASHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,200
Closed -$445K – 46
2014
Q4 		$445K Buy
+12,200
New +$423K 0.64% 25

Other funds holding ASHS

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Merriman Wealth Management's ASHS Position: Q1 2015 in Review

Merriman Wealth Management sold out of Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF (ASHS) in Q1 2015, closing a stake of 12,200 shares — an estimated $445K sold.

Merriman Wealth Management first reported a position in ASHS in Q4 2014 and held it in 1 quarter. The position peaked at $445K in Q4 2014. 8 funds tracked by Wall St. Rank hold ASHS as of Q1 2015.

  • Merriman Wealth Management reported no remaining Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Merriman Wealth Management sold 12,200 Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF shares in Q1 2015, an estimated $445K.
  • Merriman Wealth Management first reported a position in Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF in Q4 2014 and held it in 1 quarter.
  • Merriman Wealth Management's Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF position peaked at $445K in Q4 2014.
  • 8 funds tracked by Wall St. Rank held Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF as of Q1 2015.

Based on Merriman Wealth Management's 13F filing for Q1 2015, filed 22 Apr 2015.