LFA
MASI

Legacy Financial Advisors’s Masimo MASI Stock Holding History

Legacy Financial Advisors’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-798
Closed -$67K – 876
2017
Q4 		$67K Buy
+798
New +$69.2K 0.03% 209

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's MASI Position: Q1 2018 in Review

Legacy Financial Advisors sold out of Masimo (MASI) in Q1 2018, closing a stake of 798 shares — an estimated $67K sold.

Legacy Financial Advisors first reported a position in MASI in Q4 2017 and held it in 1 quarter. The position peaked at $67K in Q4 2017. 326 funds tracked by Wall St. Rank hold MASI as of Q1 2018.

  • Legacy Financial Advisors reported no remaining Masimo position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 798 Masimo shares in Q1 2018, an estimated $67K.
  • Legacy Financial Advisors first reported a position in Masimo in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's Masimo position peaked at $67K in Q4 2017.
  • 326 funds tracked by Wall St. Rank held Masimo as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.