IWP
ICUI icon

Icon Wealth Partners’s ICU Medical ICUI Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-73
Closed -$21K – 475
2018
Q2 		$21K Buy
+73
New +$19.9K 0.01% 579
2018
Q1 		– Sell
-65
Closed -$14K – 475
2017
Q4 		$14K Buy
+65
New +$13.2K 0.01% 666

Other funds holding ICUI

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Wealth Partners's ICUI Position: Q3 2018 in Review

Icon Wealth Partners sold out of ICU Medical (ICUI) in Q3 2018, closing a stake of 73 shares — an estimated $21K sold.

Icon Wealth Partners first reported a position in ICUI in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q2 2018. 352 funds tracked by Wall St. Rank hold ICUI as of Q3 2018.

  • Icon Wealth Partners reported no remaining ICU Medical position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 73 ICU Medical shares in Q3 2018, an estimated $21K.
  • Icon Wealth Partners first reported a position in ICU Medical in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's ICU Medical position peaked at $21K in Q2 2018.
  • 352 funds tracked by Wall St. Rank held ICU Medical as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.