BOPW
MASI

Brandywine Oak Private Wealth’s Masimo MASI Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-100
Closed -$10K – 451
2018
Q4 		$10K Buy
+100
New +$11.2K ﹤0.01% 507

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brandywine Oak Private Wealth's MASI Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Masimo (MASI) in Q1 2019, closing a stake of 100 shares — an estimated $10K sold.

Brandywine Oak Private Wealth first reported a position in MASI in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 405 funds tracked by Wall St. Rank hold MASI as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Masimo position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 100 Masimo shares in Q1 2019, an estimated $10K.
  • Brandywine Oak Private Wealth first reported a position in Masimo in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Masimo position peaked at $10K in Q4 2018.
  • 405 funds tracked by Wall St. Rank held Masimo as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.