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Wilbanks Smith & Thomas Asset Management’s Merit Medical Systems MMSI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-17
Closed -$1K – 936
2018
Q3 		$1K Buy
+17
New +$977 ﹤0.01% 1532

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
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
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MMSI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Merit Medical Systems (MMSI) in Q4 2018, closing a stake of 17 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in MMSI in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 277 funds tracked by Wall St. Rank hold MMSI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Merit Medical Systems position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 17 Merit Medical Systems shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Merit Medical Systems in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Merit Medical Systems position peaked at $1K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.