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

Kingsview 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
2019 Q2	–	Sell	-8,577	Closed	-$530K	–	500
2019 Q1	$530K	Sell	8,577 -570	-6%	-$32.3K	0.08%	257
2018 Q4	$510K	Buy	9,147 +1,070	+13%	+$63.6K	0.11%	218
2018 Q3	$496K	Hold	8,077	–	–	0.1%	227
2018 Q2	$414K	Sell	8,077 -328	-4%	-$16.3K	0.1%	220
2018 Q1	$381K	Sell	8,405 -5	-0.1%	-$226	0.09%	231
2017 Q4	$363K	Hold	8,410	–	–	0.13%	218
2017 Q3	$356K	Hold	8,410	–	–	0.16%	183
2017 Q2	$321K	Buy	+8,410	New	+$281K	0.17%	173

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

Kingsview Wealth Management's MMSI Position: Q2 2019 in Review

Kingsview Wealth Management sold out of Merit Medical Systems (MMSI) in Q2 2019, closing a stake of 8,577 shares — an estimated $530K sold.

Kingsview Wealth Management first reported a position in MMSI in Q2 2017 and held it in 8 quarters. The position peaked at $530K in Q1 2019. 258 funds tracked by Wall St. Rank hold MMSI as of Q2 2019.

Kingsview Wealth Management reported no remaining Merit Medical Systems position as of Q2 2019 after selling out during the quarter.
Kingsview Wealth Management sold 8,577 Merit Medical Systems shares in Q2 2019, an estimated $530K.
Kingsview Wealth Management first reported a position in Merit Medical Systems in Q2 2017 and held it in 8 quarters.
Kingsview Wealth Management's Merit Medical Systems position peaked at $530K in Q1 2019.
258 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2019.

Based on Kingsview Wealth Management's 13F filing for Q2 2019, filed 29 Jan 2020.