Capstone Investment Advisors
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Capstone Investment Advisors’s Usana Health Sciences USNA Stock Holding History

Capstone Investment Advisors’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,100
Closed -$294K – 664
2017
Q3 		$294K Buy
+5,100
New +$301K 0.01% 397

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

Capstone Investment Advisors sold out of Usana Health Sciences (USNA) in Q4 2017, closing a stake of 5,100 shares — an estimated $294K sold.

Capstone Investment Advisors first reported a position in USNA in Q3 2017 and held it in 1 quarter. The position peaked at $294K in Q3 2017. 151 funds tracked by Wall St. Rank hold USNA as of Q4 2017.

  • Capstone Investment Advisors reported no remaining Usana Health Sciences position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,100 Usana Health Sciences shares in Q4 2017, an estimated $294K.
  • Capstone Investment Advisors first reported a position in Usana Health Sciences in Q3 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's Usana Health Sciences position peaked at $294K in Q3 2017.
  • 151 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2017.

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