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Analytic Investors’s Utah Medical Products UTMD Stock Holding History

Analytic Investors’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
2016
Q3 		$1.03M Buy
17,251
+1,000
+6% +$63.6K 0.01% 364
2016
Q2 		$1.02M Buy
+16,251
New +$1.05M 0.01% 376
2014
Q1 		– Sell
-4,304
Closed -$246K – 611
2013
Q4 		$246K Buy
+4,304
New +$236K ﹤0.01% 454

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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Analytic Investors's UTMD Position: Q3 2016 in Review

Analytic Investors increased its Utah Medical Products (UTMD) stake by 6.2% in Q3 2016, buying an estimated $63.6K and bringing the position to 17,251 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #364.

Analytic Investors first reported a position in UTMD in Q4 2013 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold UTMD as of Q3 2016.

  • Analytic Investors held 17,251 shares of Utah Medical Products worth $1.03M as of Q3 2016.
  • Analytic Investors bought 1,000 Utah Medical Products shares in Q3 2016, an estimated $63.6K.
  • Utah Medical Products made up 0.01% of Analytic Investors's portfolio in Q3 2016, its #364 holding.
  • Analytic Investors first reported a position in Utah Medical Products in Q4 2013 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.