WT
IVTY

Whittier Trust’s Invuity, Inc IVTY Stock Holding History

Whittier Trust’s Portfolio IVTY Stock Details IVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-115
Closed -$1K – 1366
2017
Q4 		$1K Buy
+115
New +$934 ﹤0.01% 1275
2016
Q1 		– Sell
-42,993
Closed -$20K – 1242
2015
Q4 		$20K Buy
+42,993
New +$510K ﹤0.01% 870

Other funds holding IVTY

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Whittier Trust's IVTY Position: Q1 2018 in Review

Whittier Trust sold out of Invuity, Inc (IVTY) in Q1 2018, closing a stake of 115 shares — an estimated $1K sold.

Whittier Trust first reported a position in IVTY in Q4 2015 and held it in 2 quarters. The position peaked at $20K in Q4 2015. 46 funds tracked by Wall St. Rank hold IVTY as of Q1 2018.

  • Whittier Trust reported no remaining Invuity, Inc position as of Q1 2018 after selling out during the quarter.
  • Whittier Trust sold 115 Invuity, Inc shares in Q1 2018, an estimated $1K.
  • Whittier Trust first reported a position in Invuity, Inc in Q4 2015 and held it in 2 quarters.
  • Whittier Trust's Invuity, Inc position peaked at $20K in Q4 2015.
  • 46 funds tracked by Wall St. Rank held Invuity, Inc as of Q1 2018.

Based on Whittier Trust's 13F filing for Q1 2018, filed 1 May 2018.