Capstone Investment Advisors
NUVA

Capstone Investment Advisors’s NuVasive, Inc. NUVA Stock Holding History

Capstone Investment Advisors’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
2017
Q4 		– Sell
-5,200
Closed -$288K – 698
2017
Q3 		$288K Buy
+5,200
New +$344K 0.01% 404
2016
Q4 		– Sell
-7,700
Closed -$513K – 1151
2016
Q3 		$513K Buy
+7,700
New +$490K 0.01% 513
2016
Q2 		– Sell
-53,900
Closed -$2.62M – 874
2016
Q1 		$2.62M Buy
+53,900
New +$2.45M 0.08% 160

Other funds holding NUVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's NUVA Position: Q4 2017 in Review

Capstone Investment Advisors sold out of NuVasive, Inc. (NUVA) in Q4 2017, closing a stake of 5,200 shares — an estimated $288K sold.

Capstone Investment Advisors first reported a position in NUVA in Q1 2016 and held it in 3 quarters. The position peaked at $2.62M in Q1 2016. 269 funds tracked by Wall St. Rank hold NUVA as of Q4 2017.

  • Capstone Investment Advisors reported no remaining NuVasive, Inc. position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,200 NuVasive, Inc. shares in Q4 2017, an estimated $288K.
  • Capstone Investment Advisors first reported a position in NuVasive, Inc. in Q1 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's NuVasive, Inc. position peaked at $2.62M in Q1 2016.
  • 269 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.