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Stratos Wealth Partners’s Merit Medical Systems MMSI Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-84
Closed -$5K – 1837
2018
Q3 		$5K Buy
+84
New +$4.83K ﹤0.01% 2457
2018
Q2 		– Sell
-58
Closed -$3K – 1946
2018
Q1 		$3K Hold
58
– – ﹤0.01% 2761
2017
Q4 		$3K Buy
+58
New +$2.43K ﹤0.01% 2522

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Stratos Wealth Partners's MMSI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Merit Medical Systems (MMSI) in Q4 2018, closing a stake of 84 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in MMSI in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 277 funds tracked by Wall St. Rank hold MMSI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Merit Medical Systems position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 84 Merit Medical Systems shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Merit Medical Systems in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Merit Medical Systems position peaked at $5K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.