MWM
HGT

Merriman Wealth Management’s Hugoton Royalty Trust HGT Stock Holding History

Merriman Wealth Management’s Portfolio HGT Stock Details HGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-30,000
Closed -$20K – 187
2018
Q2 		$20K Buy
30,000
+15,000
+100% +$10.6K ﹤0.01% 165
2018
Q1 		$11K Buy
+15,000
New +$14.1K ﹤0.01% 179

Other funds holding HGT

GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

Merriman Wealth Management's HGT Position: Q3 2018 in Review

Merriman Wealth Management sold out of Hugoton Royalty Trust (HGT) in Q3 2018, closing a stake of 30,000 shares — an estimated $20K sold.

Merriman Wealth Management first reported a position in HGT in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2018. 10 funds tracked by Wall St. Rank hold HGT as of Q3 2018.

  • Merriman Wealth Management reported no remaining Hugoton Royalty Trust position as of Q3 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 30,000 Hugoton Royalty Trust shares in Q3 2018, an estimated $20K.
  • Merriman Wealth Management first reported a position in Hugoton Royalty Trust in Q1 2018 and held it in 2 quarters.
  • Merriman Wealth Management's Hugoton Royalty Trust position peaked at $20K in Q2 2018.
  • 10 funds tracked by Wall St. Rank held Hugoton Royalty Trust as of Q3 2018.

Based on Merriman Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.