MWM
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Merriman Wealth Management’s Marriott International MAR Stock Holding History

Merriman Wealth Management’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-24,270
Closed -$1.63M – 156
2016
Q3 		$1.63M Sell
24,270
-1,390
-5% -$98K 0.34% 69
2016
Q2 		$1.71M Buy
+25,660
New +$1.72M 0.48% 54

Other funds holding MAR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merriman Wealth Management's MAR Position: Q4 2016 in Review

Merriman Wealth Management sold out of Marriott International (MAR) in Q4 2016, closing a stake of 24,270 shares — an estimated $1.63M sold.

Merriman Wealth Management first reported a position in MAR in Q2 2016 and held it in 2 quarters. The position peaked at $1.71M in Q2 2016. 688 funds tracked by Wall St. Rank hold MAR as of Q4 2016.

  • Merriman Wealth Management reported no remaining Marriott International position as of Q4 2016 after selling out during the quarter.
  • Merriman Wealth Management sold 24,270 Marriott International shares in Q4 2016, an estimated $1.63M.
  • Merriman Wealth Management first reported a position in Marriott International in Q2 2016 and held it in 2 quarters.
  • Merriman Wealth Management's Marriott International position peaked at $1.71M in Q2 2016.
  • 688 funds tracked by Wall St. Rank held Marriott International as of Q4 2016.

Based on Merriman Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.