MWM
DOCU

Merriman Wealth Management’s DocuSign DOCU Stock Holding History

Merriman Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,304
Closed -$393K – 157
2019
Q4 		$393K Sell
5,304
-13
-0.2% -$893 0.08% 136
2019
Q3 		$329K Sell
5,317
-3,266
-38% -$171K 0.07% 137
2019
Q2 		$435K Hold
8,583
– – 0.08% 131
2019
Q1 		$445K Sell
8,583
-4,516
-34% -$230K 0.08% 143
2018
Q4 		$536K Buy
+13,099
New +$550K 0.12% 85

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Merriman Wealth Management's DOCU Position: Q1 2020 in Review

Merriman Wealth Management sold out of DocuSign (DOCU) in Q1 2020, closing a stake of 5,304 shares — an estimated $393K sold.

Merriman Wealth Management first reported a position in DOCU in Q4 2018 and held it in 5 quarters. The position peaked at $536K in Q4 2018. 570 funds tracked by Wall St. Rank hold DOCU as of Q1 2020.

  • Merriman Wealth Management reported no remaining DocuSign position as of Q1 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 5,304 DocuSign shares in Q1 2020, an estimated $393K.
  • Merriman Wealth Management first reported a position in DocuSign in Q4 2018 and held it in 5 quarters.
  • Merriman Wealth Management's DocuSign position peaked at $536K in Q4 2018.
  • 570 funds tracked by Wall St. Rank held DocuSign as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.