MWM
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Merriman Wealth Management’s Macerich MAC Stock Holding History

Merriman Wealth Management’s Portfolio MAC Stock Details MAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,200
Closed -$235K – 191
2018
Q1 		$235K Sell
4,200
-1,800
-30% -$110K 0.06% 167
2017
Q4 		$394K Buy
+6,000
New +$367K 0.1% 129

Other funds holding MAC

OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Merriman Wealth Management's MAC Position: Q2 2018 in Review

Merriman Wealth Management sold out of Macerich (MAC) in Q2 2018, closing a stake of 4,200 shares — an estimated $235K sold.

Merriman Wealth Management first reported a position in MAC in Q4 2017 and held it in 2 quarters. The position peaked at $394K in Q4 2017. 366 funds tracked by Wall St. Rank hold MAC as of Q2 2018.

  • Merriman Wealth Management reported no remaining Macerich position as of Q2 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 4,200 Macerich shares in Q2 2018, an estimated $235K.
  • Merriman Wealth Management first reported a position in Macerich in Q4 2017 and held it in 2 quarters.
  • Merriman Wealth Management's Macerich position peaked at $394K in Q4 2017.
  • 366 funds tracked by Wall St. Rank held Macerich as of Q2 2018.

Based on Merriman Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.