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Dubuque Bank & Trust’s Utah Medical Products UTMD Stock Holding History

Dubuque Bank & Trust’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
2014
Q4 		– Sell
-837
Closed -$41K – 598
2014
Q3 		$41K Sell
837
-100
-11% -$5.08K 0.01% 319
2014
Q2 		$48K Buy
+937
New +$48.1K 0.01% 320

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NTP
Nine Ten Partners Evanston, Illinois $308M AUM
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dubuque Bank & Trust's UTMD Position: Q4 2014 in Review

Dubuque Bank & Trust sold out of Utah Medical Products (UTMD) in Q4 2014, closing a stake of 837 shares — an estimated $41K sold.

Dubuque Bank & Trust first reported a position in UTMD in Q2 2014 and held it in 2 quarters. The position peaked at $48K in Q2 2014. 60 funds tracked by Wall St. Rank hold UTMD as of Q4 2014.

  • Dubuque Bank & Trust reported no remaining Utah Medical Products position as of Q4 2014 after selling out during the quarter.
  • Dubuque Bank & Trust sold 837 Utah Medical Products shares in Q4 2014, an estimated $41K.
  • Dubuque Bank & Trust first reported a position in Utah Medical Products in Q2 2014 and held it in 2 quarters.
  • Dubuque Bank & Trust's Utah Medical Products position peaked at $48K in Q2 2014.
  • 60 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2014.

Based on Dubuque Bank & Trust's 13F filing for Q4 2014, filed 10 Feb 2015.