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Merriman Wealth Management’s VanEck Steel ETF SLX Stock Holding History

Merriman Wealth Management’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-8,400
Closed -$418K – 88
2013
Q4 		$418K Buy
+8,400
New +$403K 0.18% 56

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Merriman Wealth Management's SLX Position: Q1 2014 in Review

Merriman Wealth Management sold out of VanEck Steel ETF (SLX) in Q1 2014, closing a stake of 8,400 shares — an estimated $418K sold.

Merriman Wealth Management first reported a position in SLX in Q4 2013 and held it in 1 quarter. The position peaked at $418K in Q4 2013. 29 funds tracked by Wall St. Rank hold SLX as of Q1 2014.

  • Merriman Wealth Management reported no remaining VanEck Steel ETF position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 8,400 VanEck Steel ETF shares in Q1 2014, an estimated $418K.
  • Merriman Wealth Management first reported a position in VanEck Steel ETF in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's VanEck Steel ETF position peaked at $418K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.