MWM
NM

Merriman Wealth Management’s Navios Maritime Holdings Inc. NM Stock Holding History

Merriman Wealth Management’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$9K – 208
2018
Q1 		$9K Buy
+1,000
New +$12.4K ﹤0.01% 180

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California Public Employees Retirement System
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

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

Merriman Wealth Management sold out of Navios Maritime Holdings Inc. (NM) in Q2 2018, closing a stake of 1,000 shares — an estimated $9K sold.

Merriman Wealth Management first reported a position in NM in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 55 funds tracked by Wall St. Rank hold NM as of Q2 2018.

  • Merriman Wealth Management reported no remaining Navios Maritime Holdings Inc. position as of Q2 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 1,000 Navios Maritime Holdings Inc. shares in Q2 2018, an estimated $9K.
  • Merriman Wealth Management first reported a position in Navios Maritime Holdings Inc. in Q1 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Navios Maritime Holdings Inc. position peaked at $9K in Q1 2018.
  • 55 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q2 2018.

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