Financial Architects (New Jersey)’s Merit Medical Systems MMSI Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-18	Closed	-$1K	–	1383
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	1376
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	1279
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	1374
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	1268
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	1354
2017 Q4	$1K	Hold	18	–	–	﹤0.01%	1448
2017 Q3	$1K	Hold	18	–	–	﹤0.01%	1453
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	1479
2017 Q1	$1K	Hold	18	–	–	﹤0.01%	1521
2016 Q4	$0	Hold	18	–	–	﹤0.01%	1458
2016 Q3	$0	Hold	18	–	–	﹤0.01%	1483
2016 Q2	$0	Buy	+18	New	+$346	﹤0.01%	1470

Other funds holding MMSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return