MWM
LOAN

Merriman Wealth Management’s Manhattan Bridge Capital LOAN Stock Holding History

Merriman Wealth Management’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,817
Closed -$25.8K – 205
2023
Q3 		$25.8K Buy
+25,817
New +$124K ﹤0.01% 188

Other funds holding LOAN

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.37B AUM 18.88% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Merriman Wealth Management's LOAN Position: Q4 2023 in Review

Merriman Wealth Management sold out of Manhattan Bridge Capital (LOAN) in Q4 2023, closing a stake of 25,817 shares — an estimated $25.8K sold.

Merriman Wealth Management first reported a position in LOAN in Q3 2023 and held it in 1 quarter. The position peaked at $25.8K in Q3 2023. 41 funds tracked by Wall St. Rank hold LOAN as of Q4 2023.

  • Merriman Wealth Management reported no remaining Manhattan Bridge Capital position as of Q4 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 25,817 Manhattan Bridge Capital shares in Q4 2023, an estimated $25.8K.
  • Merriman Wealth Management first reported a position in Manhattan Bridge Capital in Q3 2023 and held it in 1 quarter.
  • Merriman Wealth Management's Manhattan Bridge Capital position peaked at $25.8K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q4 2023.

Based on Merriman Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.