RFA
MER.PRE

Reilly Financial Advisors’s MERRILL PFD TST IV MER.PRE Stock Holding History

Reilly Financial Advisors’s Portfolio MER.PRE Stock Details MER.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$13K – 1483
2015
Q1 		$13K Hold
500
– – ﹤0.01% 788
2014
Q4 		$13K Hold
500
– – ﹤0.01% 472
2014
Q3 		$13K Hold
500
– – ﹤0.01% 479
2014
Q2 		$13K Buy
+500
New +$12.8K ﹤0.01% 510

Other funds holding MER.PRE

SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HPBT
High Point Bank & Trust High Point, North Carolina $315M AUM 12.21% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Reilly Financial Advisors's MER.PRE Position: Q2 2015 in Review

Reilly Financial Advisors sold out of MERRILL PFD TST IV (MER.PRE) in Q2 2015, closing a stake of 500 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in MER.PRE in Q2 2014 and held it in 4 quarters. The position peaked at $13K in Q1 2015. 7 funds tracked by Wall St. Rank hold MER.PRE as of Q2 2015.

  • Reilly Financial Advisors reported no remaining MERRILL PFD TST IV position as of Q2 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 MERRILL PFD TST IV shares in Q2 2015, an estimated $13K.
  • Reilly Financial Advisors first reported a position in MERRILL PFD TST IV in Q2 2014 and held it in 4 quarters.
  • Reilly Financial Advisors's MERRILL PFD TST IV position peaked at $13K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held MERRILL PFD TST IV as of Q2 2015.

Based on Reilly Financial Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.