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Ground Swell Capital’s Merit Medical Systems MMSI Stock Holding History

Ground Swell Capital’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 		$1K Sell
117
-1,075
-90% -$14.3K ﹤0.01% 2156
2014
Q2 		$18K Buy
+1,192
New +$16.5K 0.03% 450

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

Ground Swell Capital's MMSI Position: Q3 2014 in Review

Ground Swell Capital reduced its Merit Medical Systems (MMSI) stake by 90% in Q3 2014, selling an estimated $14.3K and leaving 117 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Ground Swell Capital first reported a position in MMSI in Q2 2014 and has held it in 2 quarters since. The position peaked at $18K in Q2 2014. 132 funds tracked by Wall St. Rank hold MMSI as of Q3 2014.

  • Ground Swell Capital held 117 shares of Merit Medical Systems worth $1K as of Q3 2014.
  • Ground Swell Capital sold 1,075 Merit Medical Systems shares in Q3 2014, an estimated $14.3K.
  • Merit Medical Systems made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2156 holding.
  • Ground Swell Capital first reported a position in Merit Medical Systems in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Merit Medical Systems position peaked at $18K in Q2 2014.
  • 132 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.