Cornerstone Capital Management Holdings’s Utah Medical Products UTMD Stock Holding History

Cornerstone Capital Management Holdings’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
2017 Q1	–	Sell	-300	Closed	-$21K	–	1373
2016 Q4	$21K	Sell	300 -400	-57%	-$26K	﹤0.01%	1302
2016 Q3	$41K	Buy	+700	New	+$44.5K	﹤0.01%	1301
2014 Q2	–	Sell	-600	Closed	-$35K	–	1398
2014 Q1	$35K	Buy	600 +200	+50%	+$10.9K	﹤0.01%	1260
2013 Q4	$22K	Hold	400	–	–	﹤0.01%	1204
2013 Q3	$24K	Buy	+400	New	+$21.8K	﹤0.01%	1219

Other funds holding UTMD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Cornerstone Capital Management Holdings's UTMD Position: Q1 2017 in Review

Cornerstone Capital Management Holdings sold out of Utah Medical Products (UTMD) in Q1 2017, closing a stake of 300 shares — an estimated $21K sold.

Cornerstone Capital Management Holdings first reported a position in UTMD in Q3 2013 and held it in 5 quarters. The position peaked at $41K in Q3 2016. 77 funds tracked by Wall St. Rank hold UTMD as of Q1 2017.

Cornerstone Capital Management Holdings reported no remaining Utah Medical Products position as of Q1 2017 after selling out during the quarter.
Cornerstone Capital Management Holdings sold 300 Utah Medical Products shares in Q1 2017, an estimated $21K.
Cornerstone Capital Management Holdings first reported a position in Utah Medical Products in Q3 2013 and held it in 5 quarters.
Cornerstone Capital Management Holdings's Utah Medical Products position peaked at $41K in Q3 2016.
77 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2017.

Based on Cornerstone Capital Management Holdings's 13F filing for Q1 2017, filed 10 May 2017.