MWM
GREK

Merriman Wealth Management’s Global X MSCI Greece ETF GREK Stock Holding History

Merriman Wealth Management’s Portfolio GREK Stock Details GREK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,247
Closed -$403K – 137
2016
Q4 		$403K Buy
+17,247
New +$392K 0.11% 101
2014
Q1 		– Sell
-15,277
Closed -$1.03M – 63
2013
Q4 		$1.03M Buy
+15,277
New +$1.01M 0.44% 44

Other funds holding GREK

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Merriman Wealth Management's GREK Position: Q1 2017 in Review

Merriman Wealth Management sold out of Global X MSCI Greece ETF (GREK) in Q1 2017, closing a stake of 17,247 shares — an estimated $403K sold.

Merriman Wealth Management first reported a position in GREK in Q4 2013 and held it in 2 quarters. The position peaked at $1.03M in Q4 2013. 66 funds tracked by Wall St. Rank hold GREK as of Q1 2017.

  • Merriman Wealth Management reported no remaining Global X MSCI Greece ETF position as of Q1 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 17,247 Global X MSCI Greece ETF shares in Q1 2017, an estimated $403K.
  • Merriman Wealth Management first reported a position in Global X MSCI Greece ETF in Q4 2013 and held it in 2 quarters.
  • Merriman Wealth Management's Global X MSCI Greece ETF position peaked at $1.03M in Q4 2013.
  • 66 funds tracked by Wall St. Rank held Global X MSCI Greece ETF as of Q1 2017.

Based on Merriman Wealth Management's 13F filing for Q1 2017, filed 14 Apr 2017.