OCG
UTMD icon

Opus Capital Group’s Utah Medical Products UTMD Stock Holding History

Opus Capital 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
2016
Q1 		– Sell
-54,836
Closed -$3.21M – 246
2015
Q4 		$3.21M Buy
54,836
+4,355
+9% +$247K 0.54% 80
2015
Q3 		$2.72M Buy
50,481
+8,281
+20% +$452K 0.46% 87
2015
Q2 		$2.52M Buy
42,200
+5,031
+14% +$283K 0.39% 98
2015
Q1 		$2.23M Buy
37,169
+292
+0.8% +$17.2K 0.35% 95
2014
Q4 		$2.21M Buy
36,877
+14,177
+62% +$785K 0.32% 91
2014
Q3 		$1.11M Buy
+22,700
New +$1.15M 0.15% 126

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opus Capital Group's UTMD Position: Q1 2016 in Review

Opus Capital Group sold out of Utah Medical Products (UTMD) in Q1 2016, closing a stake of 54,836 shares — an estimated $3.21M sold.

Opus Capital Group first reported a position in UTMD in Q3 2014 and held it in 6 quarters. The position peaked at $3.21M in Q4 2015. 68 funds tracked by Wall St. Rank hold UTMD as of Q1 2016.

  • Opus Capital Group reported no remaining Utah Medical Products position as of Q1 2016 after selling out during the quarter.
  • Opus Capital Group sold 54,836 Utah Medical Products shares in Q1 2016, an estimated $3.21M.
  • Opus Capital Group first reported a position in Utah Medical Products in Q3 2014 and held it in 6 quarters.
  • Opus Capital Group's Utah Medical Products position peaked at $3.21M in Q4 2015.
  • 68 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2016.

Based on Opus Capital Group's 13F filing for Q1 2016, filed 5 May 2016.