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WFG Advisors’s ICU Medical ICUI Stock Holding History

WFG 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
2015
Q2 		– Sell
-19
Closed -$2K – 1732
2015
Q1 		$2K Hold
19
– – ﹤0.01% 1543
2014
Q4 		$2K Hold
19
– – ﹤0.01% 1844
2014
Q3 		$1K Buy
+19
New +$1.16K ﹤0.01% 1978

Other funds holding ICUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

WFG Advisors's ICUI Position: Q2 2015 in Review

WFG Advisors sold out of ICU Medical (ICUI) in Q2 2015, closing a stake of 19 shares — an estimated $2K sold.

WFG Advisors first reported a position in ICUI in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q1 2015. 195 funds tracked by Wall St. Rank hold ICUI as of Q2 2015.

  • WFG Advisors reported no remaining ICU Medical position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 19 ICU Medical shares in Q2 2015, an estimated $2K.
  • WFG Advisors first reported a position in ICU Medical in Q3 2014 and held it in 3 quarters.
  • WFG Advisors's ICU Medical position peaked at $2K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held ICU Medical as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.