MWM
PLM

Merriman Wealth Management’s PolyMet Mining Corp. PLM Stock Holding History

Merriman Wealth Management’s Portfolio PLM Stock Details PLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,593
Closed -$17K – 56
2014
Q2 		$17K Hold
1,593
– – 0.02% 36
2014
Q1 		$19K Hold
1,593
– – 0.02% 40
2013
Q4 		$14K Buy
+1,593
New +$13.8K 0.01% 86

Other funds holding PLM

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return

Merriman Wealth Management's PLM Position: Q3 2014 in Review

Merriman Wealth Management sold out of PolyMet Mining Corp. (PLM) in Q3 2014, closing a stake of 1,593 shares — an estimated $17K sold.

Merriman Wealth Management first reported a position in PLM in Q4 2013 and held it in 3 quarters. The position peaked at $19K in Q1 2014. 37 funds tracked by Wall St. Rank hold PLM as of Q3 2014.

  • Merriman Wealth Management reported no remaining PolyMet Mining Corp. position as of Q3 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 1,593 PolyMet Mining Corp. shares in Q3 2014, an estimated $17K.
  • Merriman Wealth Management first reported a position in PolyMet Mining Corp. in Q4 2013 and held it in 3 quarters.
  • Merriman Wealth Management's PolyMet Mining Corp. position peaked at $19K in Q1 2014.
  • 37 funds tracked by Wall St. Rank held PolyMet Mining Corp. as of Q3 2014.

Based on Merriman Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.