Clifford Swan Investment Counsel’s InfuSystem Holdings INFU Stock Holding History

Clifford Swan Investment Counsel’s Portfolio INFU Stock Details INFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-20,000	Closed	-$35K	–	320
2017 Q2	$35K	Sell	20,000 -1,000	-5%	-$1.8K	﹤0.01%	319
2017 Q1	$48K	Hold	21,000	–	–	﹤0.01%	295
2016 Q4	$54K	Hold	21,000	–	–	﹤0.01%	277
2016 Q3	$58K	Hold	21,000	–	–	﹤0.01%	277
2016 Q2	$55K	Hold	21,000	–	–	﹤0.01%	258
2016 Q1	$74K	Hold	21,000	–	–	0.01%	266
2015 Q4	$63K	Hold	21,000	–	–	﹤0.01%	269
2015 Q3	$58K	Hold	21,000	–	–	﹤0.01%	256
2015 Q2	$67K	Hold	21,000	–	–	﹤0.01%	257
2015 Q1	$57K	Hold	21,000	–	–	﹤0.01%	258
2014 Q4	$66K	Hold	21,000	–	–	﹤0.01%	252
2014 Q3	$66K	Hold	21,000	–	–	﹤0.01%	247
2014 Q2	$56K	Buy	21,000 +5,000	+31%	+$13.8K	﹤0.01%	249
2014 Q1	$44K	Hold	16,000	–	–	﹤0.01%	247
2013 Q4	$34K	Hold	16,000	–	–	﹤0.01%	233
2013 Q3	$20K	Buy	+16,000	New	+$23.5K	﹤0.01%	226

Other funds holding INFU

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

FNBT

FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Clifford Swan Investment Counsel's INFU Position: Q3 2017 in Review

Clifford Swan Investment Counsel sold out of InfuSystem Holdings (INFU) in Q3 2017, closing a stake of 20,000 shares — an estimated $35K sold.

Clifford Swan Investment Counsel first reported a position in INFU in Q3 2013 and held it in 16 quarters. The position peaked at $74K in Q1 2016. 27 funds tracked by Wall St. Rank hold INFU as of Q3 2017.

Clifford Swan Investment Counsel reported no remaining InfuSystem Holdings position as of Q3 2017 after selling out during the quarter.
Clifford Swan Investment Counsel sold 20,000 InfuSystem Holdings shares in Q3 2017, an estimated $35K.
Clifford Swan Investment Counsel first reported a position in InfuSystem Holdings in Q3 2013 and held it in 16 quarters.
Clifford Swan Investment Counsel's InfuSystem Holdings position peaked at $74K in Q1 2016.
27 funds tracked by Wall St. Rank held InfuSystem Holdings as of Q3 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2017, filed 13 Nov 2017.