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Plante Moran Financial Advisors’s Utah Medical Products UTMD Stock Holding History

Plante Moran Financial Advisors’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
2019
Q1 		– Sell
-9
Closed -$1K – 941
2018
Q4 		$1K Buy
+9
New +$792 ﹤0.01% 842

Other funds holding UTMD

Fidelity Investments
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Plante Moran Financial Advisors's UTMD Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of Utah Medical Products (UTMD) in Q1 2019, closing a stake of 9 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in UTMD in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 92 funds tracked by Wall St. Rank hold UTMD as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining Utah Medical Products position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 Utah Medical Products shares in Q1 2019, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Utah Medical Products in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Utah Medical Products position peaked at $1K in Q4 2018.
  • 92 funds tracked by Wall St. Rank held Utah Medical Products as of Q1 2019.

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