TWM
MER.PRD

Torch Wealth Management’s MERRILL PF CP TST III 7% MER.PRD Stock Holding History

Torch Wealth Management’s Portfolio MER.PRD Stock Details MER.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,500
Closed -$38K – 314
2013
Q4 		$38K Buy
+1,500
New +$37.8K 0.03% 155

Other funds holding MER.PRD

DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.09B AUM 32.46% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return

Torch Wealth Management's MER.PRD Position: Q1 2014 in Review

Torch Wealth Management sold out of MERRILL PF CP TST III 7% (MER.PRD) in Q1 2014, closing a stake of 1,500 shares — an estimated $38K sold.

Torch Wealth Management first reported a position in MER.PRD in Q4 2013 and held it in 1 quarter. The position peaked at $38K in Q4 2013. 9 funds tracked by Wall St. Rank hold MER.PRD as of Q1 2014.

  • Torch Wealth Management reported no remaining MERRILL PF CP TST III 7% position as of Q1 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,500 MERRILL PF CP TST III 7% shares in Q1 2014, an estimated $38K.
  • Torch Wealth Management first reported a position in MERRILL PF CP TST III 7% in Q4 2013 and held it in 1 quarter.
  • Torch Wealth Management's MERRILL PF CP TST III 7% position peaked at $38K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held MERRILL PF CP TST III 7% as of Q1 2014.

Based on Torch Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.