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Rational Advisors’s Merit Medical Systems MMSI Stock Holding History

Rational 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
2013
Q4 		$708K Hold
45,000
– – 0.06% 314
2013
Q3 		$546K Hold
45,000
– – 0.04% 380
2013
Q2 		$502K Buy
+45,000
New +$482K 0.04% 381

Other funds holding MMSI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Rational Advisors's MMSI Position: Q4 2013 in Review

Rational Advisors held its Merit Medical Systems (MMSI) position steady in Q4 2013 at 45,000 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #314.

Rational Advisors first reported a position in MMSI in Q2 2013 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold MMSI as of Q4 2013.

  • Rational Advisors held 45,000 shares of Merit Medical Systems worth $708K as of Q4 2013.
  • Rational Advisors left its Merit Medical Systems share count unchanged in Q4 2013.
  • Merit Medical Systems made up 0.06% of Rational Advisors's portfolio in Q4 2013, its #314 holding.
  • Rational Advisors first reported a position in Merit Medical Systems in Q2 2013 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.