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Bray Capital Advisors’s Utah Medical Products UTMD Stock Holding History

Bray Capital Advisors’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
2018
Q3 		– Sell
-240
Closed -$26K – 408
2018
Q2 		$26K Sell
240
-20
-8% -$2.09K 0.01% 266
2018
Q1 		$26K Buy
+260
New +$23.2K 0.01% 257
2015
Q4 		– Sell
-330
Closed -$18K – 300
2015
Q3 		$18K Hold
330
– – 0.01% 281
2015
Q2 		$20K Buy
+330
New +$18.6K 0.01% 292

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bray Capital Advisors's UTMD Position: Q3 2018 in Review

Bray Capital Advisors sold out of Utah Medical Products (UTMD) in Q3 2018, closing a stake of 240 shares — an estimated $26K sold.

Bray Capital Advisors first reported a position in UTMD in Q2 2015 and held it in 4 quarters. The position peaked at $26K in Q2 2018. 90 funds tracked by Wall St. Rank hold UTMD as of Q3 2018.

  • Bray Capital Advisors reported no remaining Utah Medical Products position as of Q3 2018 after selling out during the quarter.
  • Bray Capital Advisors sold 240 Utah Medical Products shares in Q3 2018, an estimated $26K.
  • Bray Capital Advisors first reported a position in Utah Medical Products in Q2 2015 and held it in 4 quarters.
  • Bray Capital Advisors's Utah Medical Products position peaked at $26K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2018.

Based on Bray Capital Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.