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Stratos Wealth Partners’s Utah Medical Products UTMD Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-465
Closed -$44K – 2425
2018
Q3 		$44K Buy
+465
New +$44.4K ﹤0.01% 1517
2018
Q2 		– Sell
-465
Closed -$46K – 2508
2018
Q1 		$46K Hold
465
– – ﹤0.01% 1626
2017
Q4 		$38K Buy
+465
New +$36.3K ﹤0.01% 1652

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Stratos Wealth Partners's UTMD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Utah Medical Products (UTMD) in Q4 2018, closing a stake of 465 shares — an estimated $44K sold.

Stratos Wealth Partners first reported a position in UTMD in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q1 2018. 88 funds tracked by Wall St. Rank hold UTMD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Utah Medical Products position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 465 Utah Medical Products shares in Q4 2018, an estimated $44K.
  • Stratos Wealth Partners first reported a position in Utah Medical Products in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Utah Medical Products position peaked at $46K in Q1 2018.
  • 88 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.