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Advantage Investment Management’s Merit Medical Systems MMSI Stock Holding History

Advantage Investment Management’s Portfolio MMSI Stock Details MMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-225
Closed -$13K – 979
2018
Q4 		$13K Sell
225
-372
-62% -$22.1K 0.01% 599
2018
Q3 		$37K Buy
+597
New +$34.3K 0.02% 446

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Advantage Investment Management's MMSI Position: Q1 2019 in Review

Advantage Investment Management sold out of Merit Medical Systems (MMSI) in Q1 2019, closing a stake of 225 shares — an estimated $13K sold.

Advantage Investment Management first reported a position in MMSI in Q3 2018 and held it in 2 quarters. The position peaked at $37K in Q3 2018. 279 funds tracked by Wall St. Rank hold MMSI as of Q1 2019.

  • Advantage Investment Management reported no remaining Merit Medical Systems position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 225 Merit Medical Systems shares in Q1 2019, an estimated $13K.
  • Advantage Investment Management first reported a position in Merit Medical Systems in Q3 2018 and held it in 2 quarters.
  • Advantage Investment Management's Merit Medical Systems position peaked at $37K in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.