Avantax Planning Partners’s Masimo MASI Stock Holding History

Avantax Planning Partners’s Portfolio MASI Stock Details MASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-113	Closed	-$10K	–	948
2018 Q1	$10K	Buy	+113	New	+$9.85K	﹤0.01%	1054

Other funds holding MASI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JIM

Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avantax Planning Partners's MASI Position: Q2 2018 in Review

Avantax Planning Partners sold out of Masimo (MASI) in Q2 2018, closing a stake of 113 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in MASI in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 339 funds tracked by Wall St. Rank hold MASI as of Q2 2018.

Avantax Planning Partners reported no remaining Masimo position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 113 Masimo shares in Q2 2018, an estimated $10K.
Avantax Planning Partners first reported a position in Masimo in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Masimo position peaked at $10K in Q1 2018.
339 funds tracked by Wall St. Rank held Masimo as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.