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Evercore Wealth Management’s Utah Medical Products UTMD Stock Holding History

Evercore Wealth Management’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
-138
Closed -$7K – 996
2014
Q2 		$7K Buy
+138
New +$7.08K ﹤0.01% 875

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

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

Evercore Wealth Management sold out of Utah Medical Products (UTMD) in Q3 2014, closing a stake of 138 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in UTMD in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 62 funds tracked by Wall St. Rank hold UTMD as of Q3 2014.

  • Evercore Wealth Management reported no remaining Utah Medical Products position as of Q3 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 138 Utah Medical Products shares in Q3 2014, an estimated $7K.
  • Evercore Wealth Management first reported a position in Utah Medical Products in Q2 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Utah Medical Products position peaked at $7K in Q2 2014.
  • 62 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2014.

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