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Palo Capital’s Merit Medical Systems MMSI Stock Holding History

Palo 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
2016
Q3 		– Sell
-20,806
Closed -$412K – 174
2016
Q2 		$412K Buy
+20,806
New +$400K 0.14% 137

Other funds holding MMSI

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Palo Capital's MMSI Position: Q3 2016 in Review

Palo Capital sold out of Merit Medical Systems (MMSI) in Q3 2016, closing a stake of 20,806 shares — an estimated $412K sold.

Palo Capital first reported a position in MMSI in Q2 2016 and held it in 1 quarter. The position peaked at $412K in Q2 2016. 185 funds tracked by Wall St. Rank hold MMSI as of Q3 2016.

  • Palo Capital reported no remaining Merit Medical Systems position as of Q3 2016 after selling out during the quarter.
  • Palo Capital sold 20,806 Merit Medical Systems shares in Q3 2016, an estimated $412K.
  • Palo Capital first reported a position in Merit Medical Systems in Q2 2016 and held it in 1 quarter.
  • Palo Capital's Merit Medical Systems position peaked at $412K in Q2 2016.
  • 185 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2016.

Based on Palo Capital's 13F filing for Q3 2016, filed 20 Oct 2016.