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Financial Gravity Companies’s Merit Medical Systems MMSI Stock Holding History

Financial Gravity Companies’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
Q4 		$43K Buy
+768
New +$45.7K 0.04% 380
2018
Q1 		$46K Buy
+916
New +$41.5K 0.05% 330

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Financial Gravity Companies's MMSI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Merit Medical Systems (MMSI) in Q4 2018: 768 shares worth $43K. The stake represents 0.04% of the portfolio and ranks #380 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MMSI as recently as Q1 2018.

Financial Gravity Companies first reported a position in MMSI in Q1 2018 and has held it in 2 quarters since. The position peaked at $46K in Q1 2018. 277 funds tracked by Wall St. Rank hold MMSI as of Q4 2018.

  • Financial Gravity Companies held 768 shares of Merit Medical Systems worth $43K as of Q4 2018.
  • Merit Medical Systems was a new Financial Gravity Companies position in Q4 2018.
  • Merit Medical Systems made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #380 holding.
  • Financial Gravity Companies first reported a position in Merit Medical Systems in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Merit Medical Systems position peaked at $46K in Q1 2018.
  • 277 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.