MWM
DHG

Merriman Wealth Management’s Deutsche High Incm Opportunities DHG Stock Holding History

Merriman Wealth Management’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,753
Closed -$270K – 108
2013
Q4 		$270K Buy
+18,753
New +$266K 0.11% 70

Other funds holding DHG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Merriman Wealth Management's DHG Position: Q1 2014 in Review

Merriman Wealth Management sold out of Deutsche High Incm Opportunities (DHG) in Q1 2014, closing a stake of 18,753 shares — an estimated $270K sold.

Merriman Wealth Management first reported a position in DHG in Q4 2013 and held it in 1 quarter. The position peaked at $270K in Q4 2013. 37 funds tracked by Wall St. Rank hold DHG as of Q1 2014.

  • Merriman Wealth Management reported no remaining Deutsche High Incm Opportunities position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 18,753 Deutsche High Incm Opportunities shares in Q1 2014, an estimated $270K.
  • Merriman Wealth Management first reported a position in Deutsche High Incm Opportunities in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Deutsche High Incm Opportunities position peaked at $270K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.