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Advisor Group’s Utah Medical Products UTMD Stock Holding History

Advisor Group’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$38K Buy
+351
New +$35.6K ﹤0.01% 3607
2018
Q4 		– Sell
-76
Closed -$7K – 5242
2018
Q3 		$7K Hold
76
– – ﹤0.01% 4469
2018
Q2 		$8K Hold
76
– – ﹤0.01% 4194
2018
Q1 		$8K Hold
76
– – ﹤0.01% 4221
2017
Q4 		$6K Hold
76
– – ﹤0.01% 4358
2017
Q3 		$6K Hold
76
– – ﹤0.01% 4215
2017
Q2 		$6K Hold
76
– – ﹤0.01% 4185
2017
Q1 		$5K Sell
76
-350
-82% -$22K ﹤0.01% 4130
2016
Q4 		$31K Hold
426
– – ﹤0.01% 2948
2016
Q3 		$26K Hold
426
– – ﹤0.01% 2992
2016
Q2 		$26K Buy
+426
New +$27.5K ﹤0.01% 2897

Other funds holding UTMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's UTMD Position: Q4 2019 in Review

Advisor Group opened a new position in Utah Medical Products (UTMD) in Q4 2019: 351 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #3607 among its holdings. This is a return to the name: Advisor Group previously reported a position in UTMD as recently as Q3 2018.

Advisor Group first reported a position in UTMD in Q2 2016 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold UTMD as of Q4 2019.

  • Advisor Group held 351 shares of Utah Medical Products worth $38K as of Q4 2019.
  • Utah Medical Products was a new Advisor Group position in Q4 2019.
  • Utah Medical Products made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3607 holding.
  • Advisor Group first reported a position in Utah Medical Products in Q2 2016 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.