United Capital Financial Advisors’s ICU Medical ICUI Stock Holding History

United Capital Financial 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
2017 Q4	–	Sell	-1,558	Closed	-$290K	–	1333
2017 Q3	$290K	Sell	1,558 -85	-5%	-$14.8K	﹤0.01%	1124
2017 Q2	$283K	Sell	1,643 -3	-0.2%	-$481	﹤0.01%	1092
2017 Q1	$251K	Sell	1,646 -555	-25%	-$81.1K	﹤0.01%	1109
2016 Q4	$324K	Sell	2,201 -59	-3%	-$8.54K	﹤0.01%	1028
2016 Q3	$286K	Sell	2,260 -53	-2%	-$6.39K	﹤0.01%	1091
2016 Q2	$261K	Buy	2,313 +147	+7%	+$15.3K	﹤0.01%	1081
2016 Q1	$225K	Buy	2,166 +315	+17%	+$30.1K	﹤0.01%	1089
2015 Q4	$209K	Buy	+1,851	New	+$205K	﹤0.01%	1121

Other funds holding ICUI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Capital Financial Advisors's ICUI Position: Q4 2017 in Review

United Capital Financial Advisors sold out of ICU Medical (ICUI) in Q4 2017, closing a stake of 1,558 shares — an estimated $290K sold.

United Capital Financial Advisors first reported a position in ICUI in Q4 2015 and held it in 8 quarters. The position peaked at $324K in Q4 2016. 259 funds tracked by Wall St. Rank hold ICUI as of Q4 2017.

United Capital Financial Advisors reported no remaining ICU Medical position as of Q4 2017 after selling out during the quarter.
United Capital Financial Advisors sold 1,558 ICU Medical shares in Q4 2017, an estimated $290K.
United Capital Financial Advisors first reported a position in ICU Medical in Q4 2015 and held it in 8 quarters.
United Capital Financial Advisors's ICU Medical position peaked at $324K in Q4 2016.
259 funds tracked by Wall St. Rank held ICU Medical as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.