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Cypress Wealth Advisors’s ICU Medical ICUI Stock Holding History

Cypress Wealth Advisors’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
Q2 		– Sell
-1,565
Closed -$239K – 129
2017
Q1 		$239K Sell
1,565
-50
-3% -$7.31K 0.11% 172
2016
Q4 		$238K Buy
+1,615
New +$234K 0.11% 166

Other funds holding ICUI

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Janus Henderson Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cypress Wealth Advisors's ICUI Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of ICU Medical (ICUI) in Q2 2017, closing a stake of 1,565 shares — an estimated $239K sold.

Cypress Wealth Advisors first reported a position in ICUI in Q4 2016 and held it in 2 quarters. The position peaked at $239K in Q1 2017. 226 funds tracked by Wall St. Rank hold ICUI as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining ICU Medical position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 1,565 ICU Medical shares in Q2 2017, an estimated $239K.
  • Cypress Wealth Advisors first reported a position in ICU Medical in Q4 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's ICU Medical position peaked at $239K in Q1 2017.
  • 226 funds tracked by Wall St. Rank held ICU Medical as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.