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Jefferies Group’s Utah Medical Products UTMD Stock Holding History

Jefferies Group’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
2015
Q3 		– Sell
-84
Closed -$5K – 3055
2015
Q2 		$5K Buy
+84
New +$4.73K ﹤0.01% 2998

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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 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

Jefferies Group's UTMD Position: Q3 2015 in Review

Jefferies Group sold out of Utah Medical Products (UTMD) in Q3 2015, closing a stake of 84 shares — an estimated $5K sold.

Jefferies Group first reported a position in UTMD in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 59 funds tracked by Wall St. Rank hold UTMD as of Q3 2015.

  • Jefferies Group reported no remaining Utah Medical Products position as of Q3 2015 after selling out during the quarter.
  • Jefferies Group sold 84 Utah Medical Products shares in Q3 2015, an estimated $5K.
  • Jefferies Group first reported a position in Utah Medical Products in Q2 2015 and held it in 1 quarter.
  • Jefferies Group's Utah Medical Products position peaked at $5K in Q2 2015.
  • 59 funds tracked by Wall St. Rank held Utah Medical Products as of Q3 2015.

Based on Jefferies Group's 13F filing for Q3 2015, filed 13 Nov 2015.