MWM
SPRO

Merriman Wealth Management’s SMARTPROS LTD COM STK SPRO Stock Holding History

Merriman Wealth Management’s Portfolio SPRO Stock Details SPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-16,771
Closed -$30K – 48
2015
Q1 		$30K Buy
+16,771
New +$25.2K 0.03% 45

Other funds holding SPRO

PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $399M AUM 42.87% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
IC
Intersect Capital San Ramon, California $331M AUM 6.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Merriman Wealth Management's SPRO Position: Q2 2015 in Review

Merriman Wealth Management sold out of SMARTPROS LTD COM STK (SPRO) in Q2 2015, closing a stake of 16,771 shares — an estimated $30K sold.

Merriman Wealth Management first reported a position in SPRO in Q1 2015 and held it in 1 quarter. The position peaked at $30K in Q1 2015. 10 funds tracked by Wall St. Rank hold SPRO as of Q2 2015.

  • Merriman Wealth Management reported no remaining SMARTPROS LTD COM STK position as of Q2 2015 after selling out during the quarter.
  • Merriman Wealth Management sold 16,771 SMARTPROS LTD COM STK shares in Q2 2015, an estimated $30K.
  • Merriman Wealth Management first reported a position in SMARTPROS LTD COM STK in Q1 2015 and held it in 1 quarter.
  • Merriman Wealth Management's SMARTPROS LTD COM STK position peaked at $30K in Q1 2015.
  • 10 funds tracked by Wall St. Rank held SMARTPROS LTD COM STK as of Q2 2015.

Based on Merriman Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.