MWM
SKT icon

Merriman Wealth Management’s Tanger SKT Stock Holding History

Merriman Wealth Management’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-25,000
Closed -$550K – 199
2018
Q1 		$550K Sell
25,000
-36,200
-59% -$849K 0.15% 113
2017
Q4 		$1.62M Buy
+61,200
New +$1.51M 0.4% 59

Other funds holding SKT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Merriman Wealth Management sold out of Tanger (SKT) in Q2 2018, closing a stake of 25,000 shares — an estimated $550K sold.

Merriman Wealth Management first reported a position in SKT in Q4 2017 and held it in 2 quarters. The position peaked at $1.62M in Q4 2017. 273 funds tracked by Wall St. Rank hold SKT as of Q2 2018.

  • Merriman Wealth Management reported no remaining Tanger position as of Q2 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 25,000 Tanger shares in Q2 2018, an estimated $550K.
  • Merriman Wealth Management first reported a position in Tanger in Q4 2017 and held it in 2 quarters.
  • Merriman Wealth Management's Tanger position peaked at $1.62M in Q4 2017.
  • 273 funds tracked by Wall St. Rank held Tanger as of Q2 2018.

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