UFA
MASI

US Financial Advisors’s Masimo MASI Stock Holding History

US Financial 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
2016
Q2 		– Sell
-60
Closed -$3K – 250
2016
Q1 		$3K Hold
60
– – 0.01% 289
2015
Q4 		$2K Hold
60
– – ﹤0.01% 467
2015
Q3 		$2K Hold
60
– – ﹤0.01% 404
2015
Q2 		$2K Buy
+60
New +$2.15K ﹤0.01% 385

Other funds holding MASI

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Financial Advisors's MASI Position: Q2 2016 in Review

US Financial Advisors sold out of Masimo (MASI) in Q2 2016, closing a stake of 60 shares — an estimated $3K sold.

US Financial Advisors first reported a position in MASI in Q2 2015 and held it in 4 quarters. The position peaked at $3K in Q1 2016. 266 funds tracked by Wall St. Rank hold MASI as of Q2 2016.

  • US Financial Advisors reported no remaining Masimo position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 60 Masimo shares in Q2 2016, an estimated $3K.
  • US Financial Advisors first reported a position in Masimo in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Masimo position peaked at $3K in Q1 2016.
  • 266 funds tracked by Wall St. Rank held Masimo as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.