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C.M. Bidwell & Associates’s Merit Medical Systems MMSI Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-265
Closed -$14K – 431
2018
Q2 		$14K Sell
265
-4,115
-94% -$204K 0.01% 302
2018
Q1 		$199K Sell
4,380
-2,035
-32% -$92.1K 0.18% 141
2017
Q4 		$277K Hold
6,415
– – 0.24% 115
2017
Q3 		$272K Buy
+6,415
New +$258K 0.42% 95
2017
Q2 		– Sell
-3,115
Closed -$90K – 361
2017
Q1 		$90K Buy
+3,115
New +$87.2K 0.02% 191
2016
Q2 		– Sell
-17,275
Closed -$319K – 289
2016
Q1 		$319K Sell
17,275
-45
-0.3% -$780 0.08% 123
2015
Q4 		$322K Sell
17,320
-15,740
-48% -$317K 0.08% 116
2015
Q3 		$790K Sell
33,060
-3,755
-10% -$88.4K 0.19% 87
2015
Q2 		$793K Buy
36,815
+24,530
+200% +$498K 0.18% 92
2015
Q1 		$236K Buy
12,285
+1,050
+9% +$18.7K 0.05% 138
2014
Q4 		$195K Hold
11,235
– – 0.04% 149
2014
Q3 		$133K Buy
+11,235
New +$149K 0.03% 185

Other funds holding MMSI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $950M AUM 57.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return