Whitney & Co’s Merit Medical Systems MMSI Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-36	Closed	-$2K	–	312
2018 Q3	$2K	Buy	+36	New	+$2.07K	﹤0.01%	464

Other funds holding MMSI

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

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

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

EAM

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

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

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

CTA

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Whitney & Co's MMSI Position: Q4 2018 in Review

Whitney & Co sold out of Merit Medical Systems (MMSI) in Q4 2018, closing a stake of 36 shares — an estimated $2K sold.

Whitney & Co first reported a position in MMSI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 277 funds tracked by Wall St. Rank hold MMSI as of Q4 2018.

Whitney & Co reported no remaining Merit Medical Systems position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 36 Merit Medical Systems shares in Q4 2018, an estimated $2K.
Whitney & Co first reported a position in Merit Medical Systems in Q3 2018 and held it in 1 quarter.
Whitney & Co's Merit Medical Systems position peaked at $2K in Q3 2018.
277 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.