YorkBridge Wealth Partners’s Merit Medical Systems MMSI Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-151	Closed	-$9K	–	472
2019 Q2	$9K	Sell	151 -52	-26%	-$2.98K	﹤0.01%	586
2019 Q1	$13K	Sell	203 -178	-47%	-$10.1K	0.01%	530
2018 Q4	$21K	Sell	381 -126	-25%	-$7.49K	0.01%	456
2018 Q3	$31K	Buy	507 +6	+1%	+$345	0.01%	420
2018 Q2	$26K	Buy	501 +17	+4%	+$842	0.01%	464
2018 Q1	$22K	Buy	484 +71	+17%	+$3.21K	0.01%	499
2017 Q4	$18K	Buy	+413	New	+$17.3K	0.01%	548

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

YorkBridge Wealth Partners's MMSI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Merit Medical Systems (MMSI) in Q3 2019, closing a stake of 151 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in MMSI in Q4 2017 and held it in 7 quarters. The position peaked at $31K in Q3 2018. 219 funds tracked by Wall St. Rank hold MMSI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Merit Medical Systems position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 151 Merit Medical Systems shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in Merit Medical Systems in Q4 2017 and held it in 7 quarters.
YorkBridge Wealth Partners's Merit Medical Systems position peaked at $31K in Q3 2018.
219 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.