MWM
PCH

Merriman Wealth Management’s PotlatchDeltic PCH Stock Holding History

Merriman Wealth Management’s Portfolio PCH Stock Details PCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-111,930
Closed -$4.35M – 159
2016
Q3 		$4.35M Sell
111,930
-15,318
-12% -$575K 0.9% 38
2016
Q2 		$4.34M Buy
+127,248
New +$4.31M 1.22% 27

Other funds holding PCH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Merriman Wealth Management sold out of PotlatchDeltic (PCH) in Q4 2016, closing a stake of 111,930 shares — an estimated $4.35M sold.

Merriman Wealth Management first reported a position in PCH in Q2 2016 and held it in 2 quarters. The position peaked at $4.35M in Q3 2016. 210 funds tracked by Wall St. Rank hold PCH as of Q4 2016.

  • Merriman Wealth Management reported no remaining PotlatchDeltic position as of Q4 2016 after selling out during the quarter.
  • Merriman Wealth Management sold 111,930 PotlatchDeltic shares in Q4 2016, an estimated $4.35M.
  • Merriman Wealth Management first reported a position in PotlatchDeltic in Q2 2016 and held it in 2 quarters.
  • Merriman Wealth Management's PotlatchDeltic position peaked at $4.35M in Q3 2016.
  • 210 funds tracked by Wall St. Rank held PotlatchDeltic as of Q4 2016.

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