MWM
IST

Merriman Wealth Management’s SPDR S&P International Telecommunications Sector IST Stock Holding History

Merriman Wealth Management’s Portfolio IST Stock Details IST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16,350
Closed -$371K – 152
2016
Q4 		$371K Buy
+16,350
New +$375K 0.1% 105

Other funds holding IST

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Merriman Wealth Management sold out of SPDR S&P International Telecommunications Sector (IST) in Q1 2017, closing a stake of 16,350 shares — an estimated $371K sold.

Merriman Wealth Management first reported a position in IST in Q4 2016 and held it in 1 quarter. The position peaked at $371K in Q4 2016. 16 funds tracked by Wall St. Rank hold IST as of Q1 2017.

  • Merriman Wealth Management reported no remaining SPDR S&P International Telecommunications Sector position as of Q1 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 16,350 SPDR S&P International Telecommunications Sector shares in Q1 2017, an estimated $371K.
  • Merriman Wealth Management first reported a position in SPDR S&P International Telecommunications Sector in Q4 2016 and held it in 1 quarter.
  • Merriman Wealth Management's SPDR S&P International Telecommunications Sector position peaked at $371K in Q4 2016.
  • 16 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q1 2017.

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