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

Raffa 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
2015
Q4 		– Sell
-39
Closed -$932 – 867
2015
Q3 		$932 Hold
39
– – ﹤0.01% 402
2015
Q2 		$840 Hold
39
– – ﹤0.01% 443
2015
Q1 		$751 Hold
39
– – ﹤0.01% 493
2014
Q4 		$676 Hold
39
– – ﹤0.01% 508
2014
Q3 		$463 Buy
+39
New +$517 ﹤0.01% 684
2014
Q1 		– Sell
-39
Closed -$676 – 549
2013
Q4 		$676 Buy
+39
New +$592 ﹤0.01% 508

Other funds holding MMSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Raffa Wealth Management's MMSI Position: Q4 2015 in Review

Raffa Wealth Management sold out of Merit Medical Systems (MMSI) in Q4 2015, closing a stake of 39 shares — an estimated $932 sold.

Raffa Wealth Management first reported a position in MMSI in Q4 2013 and held it in 6 quarters. The position peaked at $932 in Q3 2015. 163 funds tracked by Wall St. Rank hold MMSI as of Q4 2015.

  • Raffa Wealth Management reported no remaining Merit Medical Systems position as of Q4 2015 after selling out during the quarter.
  • Raffa Wealth Management sold 39 Merit Medical Systems shares in Q4 2015, an estimated $932.
  • Raffa Wealth Management first reported a position in Merit Medical Systems in Q4 2013 and held it in 6 quarters.
  • Raffa Wealth Management's Merit Medical Systems position peaked at $932 in Q3 2015.
  • 163 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2015.

Based on Raffa Wealth Management's 13F filing for Q4 2015, filed 27 Jul 2026.