Merriman Wealth Management’s Knowledge Leaders Developed World ETF KLDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,647	Closed	-$256K	–	214
2017 Q4	$256K	Sell	7,647 -3,675	-32%	-$121K	0.06%	150
2017 Q3	$361K	Buy	+11,322	New	+$353K	0.09%	118

Other funds holding KLDW

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VFPI

Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return

VHAM

Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Merriman Wealth Management's KLDW Position: Q1 2018 in Review

Merriman Wealth Management sold out of Knowledge Leaders Developed World ETF (KLDW) in Q1 2018, closing a stake of 7,647 shares — an estimated $256K sold.

Merriman Wealth Management first reported a position in KLDW in Q3 2017 and held it in 2 quarters. The position peaked at $361K in Q3 2017. 18 funds tracked by Wall St. Rank hold KLDW as of Q1 2018.

Merriman Wealth Management reported no remaining Knowledge Leaders Developed World ETF position as of Q1 2018 after selling out during the quarter.
Merriman Wealth Management sold 7,647 Knowledge Leaders Developed World ETF shares in Q1 2018, an estimated $256K.
Merriman Wealth Management first reported a position in Knowledge Leaders Developed World ETF in Q3 2017 and held it in 2 quarters.
Merriman Wealth Management's Knowledge Leaders Developed World ETF position peaked at $361K in Q3 2017.
18 funds tracked by Wall St. Rank held Knowledge Leaders Developed World ETF as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.