MWM
VMRK

Merriman Wealth Management’s Vivmark Residential VMRK Stock Holding History

Merriman Wealth Management’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-25,388
Closed -$1.62M – 188
2017
Q4 		$1.62M Sell
25,388
-24,337
-49% -$1.62M 0.4% 60
2017
Q3 		$3.28M Sell
49,725
-7,047
-12% -$472K 0.78% 36
2017
Q2 		$3.74M Sell
56,772
-4,086
-7% -$267K 1.04% 34
2017
Q1 		$3.79M Buy
60,858
+1,035
+2% +$64.7K 0.92% 33
2016
Q4 		$3.85M Sell
59,823
-4,096
-6% -$252K 1.05% 27
2016
Q3 		$4.11M Sell
63,919
-1,725
-3% -$115K 0.85% 42
2016
Q2 		$4.52M Buy
+65,644
New +$4.52M 1.27% 25

Other funds holding VMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Merriman Wealth Management's VMRK Position: Q1 2018 in Review

Merriman Wealth Management sold out of Vivmark Residential (VMRK) in Q1 2018, closing a stake of 25,388 shares — an estimated $1.62M sold.

Merriman Wealth Management first reported a position in VMRK in Q2 2016 and held it in 7 quarters. The position peaked at $4.52M in Q2 2016. 510 funds tracked by Wall St. Rank hold VMRK as of Q1 2018.

  • Merriman Wealth Management reported no remaining Vivmark Residential position as of Q1 2018 after selling out during the quarter.
  • Merriman Wealth Management sold 25,388 Vivmark Residential shares in Q1 2018, an estimated $1.62M.
  • Merriman Wealth Management first reported a position in Vivmark Residential in Q2 2016 and held it in 7 quarters.
  • Merriman Wealth Management's Vivmark Residential position peaked at $4.52M in Q2 2016.
  • 510 funds tracked by Wall St. Rank held Vivmark Residential as of Q1 2018.

Based on Merriman Wealth Management's 13F filing for Q1 2018, filed 10 Apr 2018.