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	–	1420
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%	2386
2016 Q1	–	Sell	-730	Closed	-$14K	–	1814
2015 Q4	$14K	Buy	+730	New	+$14.7K	﹤0.01%	1092

Other funds holding MMSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return