ACS
N

Archford Capital Strategies’s Netsuite Inc N Stock Holding History

Archford Capital Strategies’s Portfolio N Stock Details N Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$22K – 801
2016
Q3 		$22K Hold
200
– – 0.01% 320
2016
Q2 		$15K Buy
+200
New +$15.3K 0.01% 351
2016
Q1 		– Sell
-200
Closed -$17K – 725
2015
Q4 		$17K Hold
200
– – 0.01% 391
2015
Q3 		$17K Hold
200
– – 0.01% 295
2015
Q2 		$18K Hold
200
– – 0.01% 287
2015
Q1 		$18.6K Hold
200
– – 0.01% 293
2014
Q4 		$22K Hold
200
– – 0.02% 287
2014
Q3 		$18K Hold
200
– – 0.01% 309
2014
Q2 		$17.4K Hold
200
– – 0.01% 335
2014
Q1 		$19K Buy
+200
New +$21.3K 0.02% 333

Other funds holding N

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Archford Capital Strategies's N Position: Q4 2016 in Review

Archford Capital Strategies sold out of Netsuite Inc (N) in Q4 2016, closing a stake of 200 shares — an estimated $22K sold.

Archford Capital Strategies first reported a position in N in Q1 2014 and held it in 10 quarters. The position peaked at $22K in Q3 2016. 1 fund tracked by Wall St. Rank holds N as of Q4 2016.

  • Archford Capital Strategies reported no remaining Netsuite Inc position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 200 Netsuite Inc shares in Q4 2016, an estimated $22K.
  • Archford Capital Strategies first reported a position in Netsuite Inc in Q1 2014 and held it in 10 quarters.
  • Archford Capital Strategies's Netsuite Inc position peaked at $22K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Netsuite Inc as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.