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Integrated Wealth Management (Palm Desert)’s ICU Medical ICUI Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-19
Closed -$1K – 1392
2015
Q1 		$1K Buy
+19
New +$1.66K ﹤0.01% 1188

Other funds holding ICUI

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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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ICUI Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of ICU Medical (ICUI) in Q2 2015, closing a stake of 19 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ICUI in Q1 2015 and held it in 1 quarter. The position peaked at $1K in Q1 2015. 195 funds tracked by Wall St. Rank hold ICUI as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining ICU Medical position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 19 ICU Medical shares in Q2 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in ICU Medical in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s ICU Medical position peaked at $1K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held ICU Medical as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.