Merriman Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-48,560	Closed	-$1.25M	–	148
2016 Q3	$1.25M	Buy	+48,560	New	+$1.13M	0.26%	81

Other funds holding HAUZ

LGWM

Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Merriman Wealth Management's HAUZ Position: Q4 2016 in Review

Merriman Wealth Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2016, closing a stake of 48,560 shares — an estimated $1.25M sold.

Merriman Wealth Management first reported a position in HAUZ in Q3 2016 and held it in 1 quarter. The position peaked at $1.25M in Q3 2016. 6 funds tracked by Wall St. Rank hold HAUZ as of Q4 2016.

Merriman Wealth Management reported no remaining Xtrackers International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
Merriman Wealth Management sold 48,560 Xtrackers International Real Estate ETF shares in Q4 2016, an estimated $1.25M.
Merriman Wealth Management first reported a position in Xtrackers International Real Estate ETF in Q3 2016 and held it in 1 quarter.
Merriman Wealth Management's Xtrackers International Real Estate ETF position peaked at $1.25M in Q3 2016.
6 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2016.

Based on Merriman Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.