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CA Family Wealth’s Merit Medical Systems MMSI Stock Holding History

CA Family Wealth’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
2020
Q1 		– Sell
-8,045
Closed -$251K – 103
2019
Q4 		$251K Buy
+8,045
New +$230K 0.17% 93

Other funds holding MMSI

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

CA Family Wealth's MMSI Position: Q1 2020 in Review

CA Family Wealth sold out of Merit Medical Systems (MMSI) in Q1 2020, closing a stake of 8,045 shares — an estimated $251K sold.

CA Family Wealth first reported a position in MMSI in Q4 2019 and held it in 1 quarter. The position peaked at $251K in Q4 2019. 192 funds tracked by Wall St. Rank hold MMSI as of Q1 2020.

  • CA Family Wealth reported no remaining Merit Medical Systems position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 8,045 Merit Medical Systems shares in Q1 2020, an estimated $251K.
  • CA Family Wealth first reported a position in Merit Medical Systems in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's Merit Medical Systems position peaked at $251K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.