Loring Wolcott & Coolidge Fiduciary Advisors’s Merit Medical Systems MMSI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-610	Closed	-$36K	–	715
2019 Q2	$36K	Hold	610	–	–	﹤0.01%	437
2019 Q1	$38K	Sell	610 -400	-40%	-$22.7K	﹤0.01%	429
2018 Q4	$56K	Hold	1,010	–	–	﹤0.01%	395
2018 Q3	$62K	Hold	1,010	–	–	﹤0.01%	404
2018 Q2	$52K	Hold	1,010	–	–	﹤0.01%	423
2018 Q1	$46K	Hold	1,010	–	–	﹤0.01%	453
2017 Q4	$44K	Sell	1,010 -490	-33%	-$20.6K	﹤0.01%	449
2017 Q3	$64K	Hold	1,500	–	–	﹤0.01%	403
2017 Q2	$62K	Hold	1,500	–	–	﹤0.01%	402
2017 Q1	$43K	Buy	+1,500	New	+$42K	﹤0.01%	426

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MMSI Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Merit Medical Systems (MMSI) in Q3 2019, closing a stake of 610 shares — an estimated $36K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MMSI in Q1 2017 and held it in 10 quarters. The position peaked at $64K in Q3 2017. 219 funds tracked by Wall St. Rank hold MMSI as of Q3 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Merit Medical Systems position as of Q3 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 610 Merit Medical Systems shares in Q3 2019, an estimated $36K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Merit Medical Systems in Q1 2017 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Merit Medical Systems position peaked at $64K in Q3 2017.
219 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.