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Merriman Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Merriman Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-25,000
Closed -$208K – 158
2017
Q2 		$208K Buy
+25,000
New +$232K 0.06% 110

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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Merriman Wealth Management's CMG Position: Q3 2017 in Review

Merriman Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2017, closing a stake of 25,000 shares — an estimated $208K sold.

Merriman Wealth Management first reported a position in CMG in Q2 2017 and held it in 1 quarter. The position peaked at $208K in Q2 2017. 502 funds tracked by Wall St. Rank hold CMG as of Q3 2017.

  • Merriman Wealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 25,000 Chipotle Mexican Grill shares in Q3 2017, an estimated $208K.
  • Merriman Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2017 and held it in 1 quarter.
  • Merriman Wealth Management's Chipotle Mexican Grill position peaked at $208K in Q2 2017.
  • 502 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2017.

Based on Merriman Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.