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WFG Advisors’s Merit Medical Systems MMSI Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-81
Closed -$1K – 1949
2014
Q4 		$1K Hold
81
– – ﹤0.01% 1968
2014
Q3 		$1K Hold
81
– – ﹤0.01% 1988
2014
Q2 		$1K Hold
81
– – ﹤0.01% 1913
2014
Q1 		$1K Hold
81
– – ﹤0.01% 1902
2013
Q4 		$1K Hold
81
– – ﹤0.01% 2101
2013
Q3 		$1K Hold
81
– – ﹤0.01% 2050
2013
Q2 		$1K Buy
+81
New +$868 ﹤0.01% 1968

Other funds holding MMSI

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WFG Advisors's MMSI Position: Q1 2015 in Review

WFG Advisors sold out of Merit Medical Systems (MMSI) in Q1 2015, closing a stake of 81 shares — an estimated $1K sold.

WFG Advisors first reported a position in MMSI in Q2 2013 and held it in 7 quarters. The position peaked at $1K in Q4 2014. 159 funds tracked by Wall St. Rank hold MMSI as of Q1 2015.

  • WFG Advisors reported no remaining Merit Medical Systems position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 81 Merit Medical Systems shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in Merit Medical Systems in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Merit Medical Systems position peaked at $1K in Q4 2014.
  • 159 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.