SBIA
MASI

Sheaff Brock Investment Advisors’s Masimo MASI Stock Holding History

Sheaff Brock Investment 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
2017
Q3 		– Sell
-10,658
Closed -$972K – 600
2017
Q2 		$972K Sell
10,658
-196
-2% -$18K 0.13% 158
2017
Q1 		$1.01M Sell
10,854
-4,703
-30% -$387K 0.13% 144
2016
Q4 		$1.05M Buy
15,557
+798
+5% +$49K 0.13% 147
2016
Q3 		$878K Buy
+14,759
New +$833K 0.12% 174

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return

Sheaff Brock Investment Advisors's MASI Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Masimo (MASI) in Q3 2017, closing a stake of 10,658 shares — an estimated $972K sold.

Sheaff Brock Investment Advisors first reported a position in MASI in Q3 2016 and held it in 4 quarters. The position peaked at $1.05M in Q4 2016. 323 funds tracked by Wall St. Rank hold MASI as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Masimo position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,658 Masimo shares in Q3 2017, an estimated $972K.
  • Sheaff Brock Investment Advisors first reported a position in Masimo in Q3 2016 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Masimo position peaked at $1.05M in Q4 2016.
  • 323 funds tracked by Wall St. Rank held Masimo as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.