Merriman Wealth Management’s WidePoint Corp WYY Stock Holding History

Merriman Wealth Management’s Portfolio WYY Stock Details WYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,000	Closed	-$8K	–	211
2019 Q4	$8K	Hold	2,000	–	–	﹤0.01%	180
2019 Q3	$6K	Hold	2,000	–	–	﹤0.01%	173
2019 Q2	$86	Buy	+2,000	New	+$9.43K	﹤0.01%	190
2019 Q1	–	Sell	-2,000	Closed	-$9K	–	232
2018 Q4	$9K	Buy	+2,000	New	+$9.52K	﹤0.01%	169
2018 Q3	–	Sell	-2,000	Closed	-$11K	–	184
2018 Q2	$11K	Hold	2,000	–	–	﹤0.01%	166
2018 Q1	$12K	Hold	2,000	–	–	﹤0.01%	178
2017 Q4	$13K	Hold	2,000	–	–	﹤0.01%	164
2017 Q3	$13K	Hold	2,000	–	–	﹤0.01%	157
2017 Q2	$9K	Hold	2,000	–	–	﹤0.01%	115
2017 Q1	$9K	Hold	2,000	–	–	﹤0.01%	131
2016 Q4	$17K	Hold	2,000	–	–	﹤0.01%	122
2016 Q3	$9K	Hold	2,000	–	–	﹤0.01%	133
2016 Q2	$12K	Buy	+2,000	New	+$14.6K	﹤0.01%	106

Other funds holding WYY

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Merriman Wealth Management's WYY Position: Q1 2020 in Review

Merriman Wealth Management sold out of WidePoint Corp (WYY) in Q1 2020, closing a stake of 2,000 shares — an estimated $8K sold.

Merriman Wealth Management first reported a position in WYY in Q2 2016 and held it in 13 quarters. The position peaked at $17K in Q4 2016. 21 funds tracked by Wall St. Rank hold WYY as of Q1 2020.

Merriman Wealth Management reported no remaining WidePoint Corp position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 2,000 WidePoint Corp shares in Q1 2020, an estimated $8K.
Merriman Wealth Management first reported a position in WidePoint Corp in Q2 2016 and held it in 13 quarters.
Merriman Wealth Management's WidePoint Corp position peaked at $17K in Q4 2016.
21 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.