Avantax Planning Partners’s NuVasive, Inc. NUVA Stock Holding History

Avantax Planning Partners’s Portfolio NUVA Stock Details NUVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,581	Closed	-$183K	–	1280
2018 Q3	$183K	Buy	+2,581	New	+$164K	0.01%	250
2018 Q2	–	Sell	-2,606	Closed	-$136K	–	1597
2018 Q1	$136K	Buy	+2,606	New	+$132K	0.01%	352
2017 Q3	–	Sell	-2,609	Closed	-$201K	–	375
2017 Q2	$201K	Buy	+2,609	New	+$195K	0.02%	326

Other funds holding NUVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's NUVA Position: Q4 2018 in Review

Avantax Planning Partners sold out of NuVasive, Inc. (NUVA) in Q4 2018, closing a stake of 2,581 shares — an estimated $183K sold.

Avantax Planning Partners first reported a position in NUVA in Q2 2017 and held it in 3 quarters. The position peaked at $201K in Q2 2017. 290 funds tracked by Wall St. Rank hold NUVA as of Q4 2018.

Avantax Planning Partners reported no remaining NuVasive, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,581 NuVasive, Inc. shares in Q4 2018, an estimated $183K.
Avantax Planning Partners first reported a position in NuVasive, Inc. in Q2 2017 and held it in 3 quarters.
Avantax Planning Partners's NuVasive, Inc. position peaked at $201K in Q2 2017.
290 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.