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	–	1367
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%	1456
2016 Q3	$0	Hold	18	–	–	﹤0.01%	1480
2016 Q2	$0	Buy	+18	New	+$346	﹤0.01%	1466

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EAM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CTA

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Financial Architects (New Jersey)'s MMSI Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Merit Medical Systems (MMSI) in Q2 2019, closing a stake of 18 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in MMSI in Q2 2016 and held it in 12 quarters. The position peaked at $1K in Q1 2019. 258 funds tracked by Wall St. Rank hold MMSI as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Merit Medical Systems position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 18 Merit Medical Systems shares in Q2 2019, an estimated $1K.
Financial Architects (New Jersey) first reported a position in Merit Medical Systems in Q2 2016 and held it in 12 quarters.
Financial Architects (New Jersey)'s Merit Medical Systems position peaked at $1K in Q1 2019.
258 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.