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Mount Yale Investment Advisors’s ICU Medical ICUI Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-13
Closed -$3K – 518
2018
Q3 		$3K Sell
13
-225
-95% -$65.9K ﹤0.01% 892
2018
Q2 		$70K Sell
238
-1
-0.4% -$273 0.01% 561
2018
Q1 		$60K Buy
+239
New +$56.2K 0.01% 585

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's ICUI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of ICU Medical (ICUI) in Q4 2018, closing a stake of 13 shares — an estimated $3K sold.

Mount Yale Investment Advisors first reported a position in ICUI in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 294 funds tracked by Wall St. Rank hold ICUI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining ICU Medical position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 13 ICU Medical shares in Q4 2018, an estimated $3K.
  • Mount Yale Investment Advisors first reported a position in ICU Medical in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's ICU Medical position peaked at $70K in Q2 2018.
  • 294 funds tracked by Wall St. Rank held ICU Medical as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.