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Avantax Planning Partners’s Merit Medical Systems MMSI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-95
Closed -$6K – 847
2018
Q3 		$6K Buy
+95
New +$5.46K ﹤0.01% 1038
2018
Q2 		– Sell
-124
Closed -$6K – 982
2018
Q1 		$6K Buy
+124
New +$5.62K ﹤0.01% 1271

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Avantax Planning Partners's MMSI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Merit Medical Systems (MMSI) in Q4 2018, closing a stake of 95 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in MMSI in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 277 funds tracked by Wall St. Rank hold MMSI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Merit Medical Systems position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 95 Merit Medical Systems shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Merit Medical Systems in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Merit Medical Systems position peaked at $6K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.