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Wealthspire Advisors (Maryland)’s ICU Medical ICUI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-3
Closed -$1K – 2526
2018
Q4 		$1K Sell
3
-48
-94% -$11.8K ﹤0.01% 2279
2018
Q3 		$14K Hold
51
– – ﹤0.01% 1424
2018
Q2 		$15K Buy
51
+1
+2% +$273 ﹤0.01% 1421
2018
Q1 		$13K Sell
50
-24
-32% -$5.64K ﹤0.01% 1459
2017
Q4 		$16K Buy
74
+35
+90% +$7.08K ﹤0.01% 1398
2017
Q3 		$7K Buy
39
+15
+63% +$2.62K ﹤0.01% 1685
2017
Q2 		$4K Buy
+24
New +$3.85K ﹤0.01% 1823

Other funds holding ICUI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ICUI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of ICU Medical (ICUI) in Q1 2019, closing a stake of 3 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ICUI in Q2 2017 and held it in 7 quarters. The position peaked at $16K in Q4 2017. 292 funds tracked by Wall St. Rank hold ICUI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ICU Medical position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 ICU Medical shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in ICU Medical in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s ICU Medical position peaked at $16K in Q4 2017.
  • 292 funds tracked by Wall St. Rank held ICU Medical as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.