Merriman Wealth Management’s High Yield ETF HYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-32,375	Closed	-$1.15M	–	145
2017 Q1	$1.15M	Buy	32,375 +10,536	+48%	+$379K	0.28%	74
2016 Q4	$779K	Buy	+21,839	New	+$764K	0.21%	85
2015 Q2	–	Sell	-37,474	Closed	-$1.56M	–	47
2015 Q1	$1.56M	Buy	+37,474	New	+$1.56M	1.59%	19
2014 Q4	–	Sell	-8,500	Closed	-$404K	–	50
2014 Q3	$404K	Buy	+8,500	New	+$444K	0.52%	28

Other funds holding HYLD

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VKH

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Merriman Wealth Management's HYLD Position: Q2 2017 in Review

Merriman Wealth Management sold out of High Yield ETF (HYLD) in Q2 2017, closing a stake of 32,375 shares — an estimated $1.15M sold.

Merriman Wealth Management first reported a position in HYLD in Q3 2014 and held it in 4 quarters. The position peaked at $1.56M in Q1 2015. 37 funds tracked by Wall St. Rank hold HYLD as of Q2 2017.

Merriman Wealth Management reported no remaining High Yield ETF position as of Q2 2017 after selling out during the quarter.
Merriman Wealth Management sold 32,375 High Yield ETF shares in Q2 2017, an estimated $1.15M.
Merriman Wealth Management first reported a position in High Yield ETF in Q3 2014 and held it in 4 quarters.
Merriman Wealth Management's High Yield ETF position peaked at $1.56M in Q1 2015.
37 funds tracked by Wall St. Rank held High Yield ETF as of Q2 2017.

Based on Merriman Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.