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Evercore Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Evercore Wealth Management’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
2014
Q3 		– Sell
-161
Closed -$2K – 976
2014
Q2 		$2K Buy
+161
New +$2.23K ﹤0.01% 978

Other funds holding MMSI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's MMSI Position: Q3 2014 in Review

Evercore Wealth Management sold out of Merit Medical Systems (MMSI) in Q3 2014, closing a stake of 161 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in MMSI in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 132 funds tracked by Wall St. Rank hold MMSI as of Q3 2014.

  • Evercore Wealth Management reported no remaining Merit Medical Systems position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 161 Merit Medical Systems shares in Q3 2014, an estimated $2K.
  • Evercore Wealth Management first reported a position in Merit Medical Systems in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Merit Medical Systems position peaked at $2K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.