Balasa Dinverno & Foltz’s Nu Skin NUS Stock Holding History

Balasa Dinverno & Foltz’s Portfolio NUS Stock Details NUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,404	Closed	-$363K	–	242
2018 Q3	$363K	Sell	4,404 -507	-10%	-$40.3K	0.04%	172
2018 Q2	$384K	Buy	4,911 +1,004	+26%	+$77.8K	0.06%	152
2018 Q1	$288K	Buy	3,907 +524	+15%	+$37.2K	0.04%	173
2017 Q4	$231K	Sell	3,383 -1,391	-29%	-$90K	0.03%	197
2017 Q3	$294K	Buy	+4,774	New	+$293K	0.05%	166

Other funds holding NUS

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

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

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Balasa Dinverno & Foltz's NUS Position: Q4 2018 in Review

Balasa Dinverno & Foltz sold out of Nu Skin (NUS) in Q4 2018, closing a stake of 4,404 shares — an estimated $363K sold.

Balasa Dinverno & Foltz first reported a position in NUS in Q3 2017 and held it in 5 quarters. The position peaked at $384K in Q2 2018. 277 funds tracked by Wall St. Rank hold NUS as of Q4 2018.

Balasa Dinverno & Foltz reported no remaining Nu Skin position as of Q4 2018 after selling out during the quarter.
Balasa Dinverno & Foltz sold 4,404 Nu Skin shares in Q4 2018, an estimated $363K.
Balasa Dinverno & Foltz first reported a position in Nu Skin in Q3 2017 and held it in 5 quarters.
Balasa Dinverno & Foltz's Nu Skin position peaked at $384K in Q2 2018.
277 funds tracked by Wall St. Rank held Nu Skin as of Q4 2018.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2018, filed 4 Feb 2019.