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Legacy Financial Advisors’s ICU Medical ICUI Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-46
Closed -$11K – 1101
2018
Q4 		$11K Buy
46
+1
+2% +$247 ﹤0.01% 539
2018
Q3 		$12K Buy
45
+5
+13% +$1.47K ﹤0.01% 470
2018
Q2 		$12K Sell
40
-3
-7% -$820 ﹤0.01% 474
2018
Q1 		$10K Buy
43
+9
+26% +$2.12K ﹤0.01% 473
2017
Q4 		$7K Buy
+34
New +$6.88K ﹤0.01% 571

Other funds holding ICUI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Legacy Financial Advisors's ICUI Position: Q1 2019 in Review

Legacy Financial Advisors sold out of ICU Medical (ICUI) in Q1 2019, closing a stake of 46 shares — an estimated $11K sold.

Legacy Financial Advisors first reported a position in ICUI in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 292 funds tracked by Wall St. Rank hold ICUI as of Q1 2019.

  • Legacy Financial Advisors reported no remaining ICU Medical position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 46 ICU Medical shares in Q1 2019, an estimated $11K.
  • Legacy Financial Advisors first reported a position in ICU Medical in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's ICU Medical position peaked at $12K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held ICU Medical as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.