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Merriman Wealth Management’s Invesco Quality Municipal Securities IQI Stock Holding History

Merriman Wealth Management’s Portfolio IQI Stock Details IQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21,045
Closed -$241K – 214
2018
Q4 		$241K Buy
+21,045
New +$236K 0.05% 140

Other funds holding IQI

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Merriman Wealth Management's IQI Position: Q1 2019 in Review

Merriman Wealth Management sold out of Invesco Quality Municipal Securities (IQI) in Q1 2019, closing a stake of 21,045 shares — an estimated $241K sold.

Merriman Wealth Management first reported a position in IQI in Q4 2018 and held it in 1 quarter. The position peaked at $241K in Q4 2018. 78 funds tracked by Wall St. Rank hold IQI as of Q1 2019.

  • Merriman Wealth Management reported no remaining Invesco Quality Municipal Securities position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 21,045 Invesco Quality Municipal Securities shares in Q1 2019, an estimated $241K.
  • Merriman Wealth Management first reported a position in Invesco Quality Municipal Securities in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Invesco Quality Municipal Securities position peaked at $241K in Q4 2018.
  • 78 funds tracked by Wall St. Rank held Invesco Quality Municipal Securities as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.