Merriman Wealth Management’s Enphase Energy ENPH Stock Holding History

Merriman Wealth Management’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-20,000	Closed	-$30K	–	170
2017 Q3	$30K	Hold	20,000	–	–	0.01%	156
2017 Q2	$17K	Sell	20,000 -10,000	-33%	-$9.9K	﹤0.01%	114
2017 Q1	$41K	Buy	30,000 +1,500	+5%	+$2.18K	0.01%	130
2016 Q4	$30K	Buy	+28,500	New	+$32.7K	0.01%	121
2016 Q3	–	Sell	-20,000	Closed	-$40K	–	137
2016 Q2	$40K	Buy	+20,000	New	+$43.9K	0.01%	103

Other funds holding ENPH

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $216M AUM 75.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return

Merriman Wealth Management's ENPH Position: Q4 2017 in Review

Merriman Wealth Management sold out of Enphase Energy (ENPH) in Q4 2017, closing a stake of 20,000 shares — an estimated $30K sold.

Merriman Wealth Management first reported a position in ENPH in Q2 2016 and held it in 5 quarters. The position peaked at $41K in Q1 2017. 67 funds tracked by Wall St. Rank hold ENPH as of Q4 2017.

Merriman Wealth Management reported no remaining Enphase Energy position as of Q4 2017 after selling out during the quarter.
Merriman Wealth Management sold 20,000 Enphase Energy shares in Q4 2017, an estimated $30K.
Merriman Wealth Management first reported a position in Enphase Energy in Q2 2016 and held it in 5 quarters.
Merriman Wealth Management's Enphase Energy position peaked at $41K in Q1 2017.
67 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2017.

Based on Merriman Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.