MWM
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Merriman Wealth Management’s VanEck Short Muni ETF SMB Stock Holding History

Merriman Wealth Management’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-48,381
Closed -$841K – 187
2020
Q1 		$841K Buy
+48,381
New +$855K 0.18% 72

Other funds holding SMB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Merriman Wealth Management's SMB Position: Q2 2020 in Review

Merriman Wealth Management sold out of VanEck Short Muni ETF (SMB) in Q2 2020, closing a stake of 48,381 shares — an estimated $841K sold.

Merriman Wealth Management first reported a position in SMB in Q1 2020 and held it in 1 quarter. The position peaked at $841K in Q1 2020. 82 funds tracked by Wall St. Rank hold SMB as of Q2 2020.

  • Merriman Wealth Management reported no remaining VanEck Short Muni ETF position as of Q2 2020 after selling out during the quarter.
  • Merriman Wealth Management sold 48,381 VanEck Short Muni ETF shares in Q2 2020, an estimated $841K.
  • Merriman Wealth Management first reported a position in VanEck Short Muni ETF in Q1 2020 and held it in 1 quarter.
  • Merriman Wealth Management's VanEck Short Muni ETF position peaked at $841K in Q1 2020.
  • 82 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2020.

Based on Merriman Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.