WESPAC Advisors SoCal’s Masimo MASI Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-100	Closed	-$13K	–	203
2019 Q1	$13K	Hold	100	–	–	0.01%	213
2018 Q4	$10K	Buy	+100	New	+$11.2K	0.01%	239

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WESPAC Advisors SoCal's MASI Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Masimo (MASI) in Q2 2019, closing a stake of 100 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in MASI in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 385 funds tracked by Wall St. Rank hold MASI as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Masimo position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 100 Masimo shares in Q2 2019, an estimated $13K.
WESPAC Advisors SoCal first reported a position in Masimo in Q4 2018 and held it in 2 quarters.
WESPAC Advisors SoCal's Masimo position peaked at $13K in Q1 2019.
385 funds tracked by Wall St. Rank held Masimo as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.