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Wealthspire Advisors (Maryland)’s Merit Medical Systems MMSI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-118
Closed -$7K – 1394
2019
Q1 		$7K Buy
118
+3
+3% +$170 ﹤0.01% 1682
2018
Q4 		$6K Buy
115
+2
+2% +$119 ﹤0.01% 1665
2018
Q3 		$7K Buy
113
+6
+6% +$345 ﹤0.01% 1666
2018
Q2 		$5K Hold
107
– – ﹤0.01% 1799
2018
Q1 		$5K Sell
107
-7
-6% -$317 ﹤0.01% 1815
2017
Q4 		$5K Buy
114
+110
+2,750% +$4.61K ﹤0.01% 1837
2017
Q3 		$0 Buy
+4
New +$161 ﹤0.01% 2378
2016
Q1 		– Sell
-730
Closed -$14K – 1808
2015
Q4 		$14K Buy
+730
New +$14.7K ﹤0.01% 1092

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MMSI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Merit Medical Systems (MMSI) in Q2 2019, closing a stake of 118 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in MMSI in Q4 2015 and held it in 8 quarters. The position peaked at $14K in Q4 2015. 258 funds tracked by Wall St. Rank hold MMSI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Merit Medical Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 118 Merit Medical Systems shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Merit Medical Systems in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Merit Medical Systems position peaked at $14K in Q4 2015.
  • 258 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.