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Eagle Global Advisors’s Utah Medical Products UTMD Stock Holding History

Eagle Global 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
2014
Q3 		– Sell
-4,200
Closed -$216K – 368
2014
Q2 		$216K Hold
4,200
– – 0.01% 284
2014
Q1 		$243K Buy
+4,200
New +$229K 0.01% 253

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Eagle Global Advisors's UTMD Position: Q3 2014 in Review

Eagle Global Advisors sold out of Utah Medical Products (UTMD) in Q3 2014, closing a stake of 4,200 shares — an estimated $216K sold.

Eagle Global Advisors first reported a position in UTMD in Q1 2014 and held it in 2 quarters. The position peaked at $243K in Q1 2014. 62 funds tracked by Wall St. Rank hold UTMD as of Q3 2014.

  • Eagle Global Advisors reported no remaining Utah Medical Products position as of Q3 2014 after selling out during the quarter.
  • Eagle Global Advisors sold 4,200 Utah Medical Products shares in Q3 2014, an estimated $216K.
  • Eagle Global Advisors first reported a position in Utah Medical Products in Q1 2014 and held it in 2 quarters.
  • Eagle Global Advisors's Utah Medical Products position peaked at $243K in Q1 2014.
  • 62 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2014.

Based on Eagle Global Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.