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Mosaic Family Wealth’s ICU Medical ICUI Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-55
Closed -$10K – 789
2017
Q3 		$10K Buy
55
+30
+120% +$5.23K ﹤0.01% 568
2017
Q2 		$4K Hold
25
– – ﹤0.01% 611
2017
Q1 		$4K Hold
25
– – ﹤0.01% 616
2016
Q4 		$4K Hold
25
– – ﹤0.01% 590
2016
Q3 		$3K Hold
25
– – ﹤0.01% 642
2016
Q2 		$3K Hold
25
– – ﹤0.01% 667
2016
Q1 		$2K Buy
+25
New +$2.39K ﹤0.01% 706

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mosaic Family Wealth's ICUI Position: Q4 2017 in Review

Mosaic Family Wealth sold out of ICU Medical (ICUI) in Q4 2017, closing a stake of 55 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in ICUI in Q1 2016 and held it in 7 quarters. The position peaked at $10K in Q3 2017. 259 funds tracked by Wall St. Rank hold ICUI as of Q4 2017.

  • Mosaic Family Wealth reported no remaining ICU Medical position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 55 ICU Medical shares in Q4 2017, an estimated $10K.
  • Mosaic Family Wealth first reported a position in ICU Medical in Q1 2016 and held it in 7 quarters.
  • Mosaic Family Wealth's ICU Medical position peaked at $10K in Q3 2017.
  • 259 funds tracked by Wall St. Rank held ICU Medical as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.