MWM
EMD

Merriman Wealth Management’s Western Asset Emerging Markets EMD Stock Holding History

Merriman Wealth Management’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-26,800
Closed -$317K – 109
2013
Q4 		$317K Buy
+26,800
New +$325K 0.13% 65

Other funds holding EMD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Merriman Wealth Management sold out of Western Asset Emerging Markets (EMD) in Q1 2014, closing a stake of 26,800 shares — an estimated $317K sold.

Merriman Wealth Management first reported a position in EMD in Q4 2013 and held it in 1 quarter. The position peaked at $317K in Q4 2013. 52 funds tracked by Wall St. Rank hold EMD as of Q1 2014.

  • Merriman Wealth Management reported no remaining Western Asset Emerging Markets position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 26,800 Western Asset Emerging Markets shares in Q1 2014, an estimated $317K.
  • Merriman Wealth Management first reported a position in Western Asset Emerging Markets in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Western Asset Emerging Markets position peaked at $317K in Q4 2013.
  • 52 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q1 2014.

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