WCM Investment Management
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WCM Investment Management’s Utah Medical Products UTMD Stock Holding History

WCM Investment Management’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
Q2 		– Sell
-81,683
Closed -$8.07M – 96
2018
Q1 		$8.07M Sell
81,683
-630
-0.8% -$56.2K 0.08% 42
2017
Q4 		$6.7M Buy
82,313
+311
+0.4% +$24.3K 0.08% 53
2017
Q3 		$6.03M Buy
82,002
+90
+0.1% +$6.47K 0.08% 38
2017
Q2 		$5.93M Buy
81,912
+695
+0.9% +$45.7K 0.09% 38
2017
Q1 		$5.06M Buy
81,217
+14,925
+23% +$939K 0.05% 69
2016
Q4 		$4.82M Buy
66,292
+4,020
+6% +$261K 0.06% 70
2016
Q3 		$3.72M Buy
62,272
+1,115
+2% +$70.9K 0.04% 97
2016
Q2 		$3.85M Buy
61,157
+2,895
+5% +$187K 0.06% 97
2016
Q1 		$3.64M Buy
+58,262
New +$3.44M 0.06% 93

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
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
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

WCM Investment Management's UTMD Position: Q2 2018 in Review

WCM Investment Management sold out of Utah Medical Products (UTMD) in Q2 2018, closing a stake of 81,683 shares — an estimated $8.07M sold.

WCM Investment Management first reported a position in UTMD in Q1 2016 and held it in 9 quarters. The position peaked at $8.07M in Q1 2018. 92 funds tracked by Wall St. Rank hold UTMD as of Q2 2018.

  • WCM Investment Management reported no remaining Utah Medical Products position as of Q2 2018 after selling out during the quarter.
  • WCM Investment Management sold 81,683 Utah Medical Products shares in Q2 2018, an estimated $8.07M.
  • WCM Investment Management first reported a position in Utah Medical Products in Q1 2016 and held it in 9 quarters.
  • WCM Investment Management's Utah Medical Products position peaked at $8.07M in Q1 2018.
  • 92 funds tracked by Wall St. Rank held Utah Medical Products as of Q2 2018.

Based on WCM Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.