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Bellwether Investment Group’s ICU Medical ICUI Stock Holding History

Bellwether Investment Group’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$248K Buy
+1,151
New +$233K 0.99% 44
2017
Q2 		– Sell
-167
Closed -$26K – 314
2017
Q1 		$26K Buy
167
+33
+25% +$4.82K 0.07% 247
2016
Q4 		$20K Buy
+134
New +$19.4K 0.02% 460

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bellwether Investment Group's ICUI Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in ICU Medical (ICUI) in Q4 2017: 1,151 shares worth $248K. The stake represents 0.99% of the portfolio and ranks #44 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in ICUI as recently as Q1 2017.

Bellwether Investment Group first reported a position in ICUI in Q4 2016 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold ICUI as of Q4 2017.

  • Bellwether Investment Group held 1,151 shares of ICU Medical worth $248K as of Q4 2017.
  • ICU Medical was a new Bellwether Investment Group position in Q4 2017.
  • ICU Medical made up 0.99% of Bellwether Investment Group's portfolio in Q4 2017, its #44 holding.
  • Bellwether Investment Group first reported a position in ICU Medical in Q4 2016 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held ICU Medical as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.