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Simon Quick Advisors’s Merit Medical Systems MMSI Stock Holding History

Simon Quick 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
2017
Q3 		– Sell
-506
Closed -$19K – 528
2017
Q2 		$19K Buy
+506
New +$16.9K 0.01% 187

Other funds holding MMSI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Simon Quick Advisors's MMSI Position: Q3 2017 in Review

Simon Quick Advisors sold out of Merit Medical Systems (MMSI) in Q3 2017, closing a stake of 506 shares — an estimated $19K sold.

Simon Quick Advisors first reported a position in MMSI in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 220 funds tracked by Wall St. Rank hold MMSI as of Q3 2017.

  • Simon Quick Advisors reported no remaining Merit Medical Systems position as of Q3 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 506 Merit Medical Systems shares in Q3 2017, an estimated $19K.
  • Simon Quick Advisors first reported a position in Merit Medical Systems in Q2 2017 and held it in 1 quarter.
  • Simon Quick Advisors's Merit Medical Systems position peaked at $19K in Q2 2017.
  • 220 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2017.

Based on Simon Quick Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.