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Evercore Wealth Management’s ICU Medical ICUI Stock Holding History

Evercore Wealth Management’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
2014
Q3 		– Sell
-44
Closed -$3K – 960
2014
Q2 		$3K Buy
+44
New +$2.6K ﹤0.01% 953

Other funds holding ICUI

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CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's ICUI Position: Q3 2014 in Review

Evercore Wealth Management sold out of ICU Medical (ICUI) in Q3 2014, closing a stake of 44 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in ICUI in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 173 funds tracked by Wall St. Rank hold ICUI as of Q3 2014.

  • Evercore Wealth Management reported no remaining ICU Medical position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 44 ICU Medical shares in Q3 2014, an estimated $3K.
  • Evercore Wealth Management first reported a position in ICU Medical in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's ICU Medical position peaked at $3K in Q2 2014.
  • 173 funds tracked by Wall St. Rank held ICU Medical as of Q3 2014.

Based on Evercore Wealth Management's 13F filing for Q3 2014, filed 13 Nov 2014.