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Merriman Wealth Management’s KraneShares MSCI All China Health Care Index ETF KURE Stock Holding History

Merriman Wealth Management’s Portfolio KURE Stock Details KURE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-24,000
Closed -$1.09M – 214
2021
Q2 		$1.09M Buy
+24,000
New +$1.02M 0.09% 111
2021
Q1 		– Sell
-21,970
Closed -$858K – 204
2020
Q4 		$858K Buy
+21,970
New +$777K 0.09% 120

Other funds holding KURE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Merriman Wealth Management's KURE Position: Q3 2021 in Review

Merriman Wealth Management sold out of KraneShares MSCI All China Health Care Index ETF (KURE) in Q3 2021, closing a stake of 24,000 shares — an estimated $1.09M sold.

Merriman Wealth Management first reported a position in KURE in Q4 2020 and held it in 2 quarters. The position peaked at $1.09M in Q2 2021. 26 funds tracked by Wall St. Rank hold KURE as of Q3 2021.

  • Merriman Wealth Management reported no remaining KraneShares MSCI All China Health Care Index ETF position as of Q3 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 24,000 KraneShares MSCI All China Health Care Index ETF shares in Q3 2021, an estimated $1.09M.
  • Merriman Wealth Management first reported a position in KraneShares MSCI All China Health Care Index ETF in Q4 2020 and held it in 2 quarters.
  • Merriman Wealth Management's KraneShares MSCI All China Health Care Index ETF position peaked at $1.09M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held KraneShares MSCI All China Health Care Index ETF as of Q3 2021.

Based on Merriman Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.