Creative Planning
NUVA

Creative Planning’s NuVasive, Inc. NUVA Stock Holding History

Creative Planning’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
Q3 		– Sell
-169
Closed -$13K – 3932
2017
Q2 		$13K Sell
169
-62
-27% -$4.63K ﹤0.01% 3480
2017
Q1 		$17K Buy
231
+177
+328% +$12.8K ﹤0.01% 3244
2016
Q4 		$4K Sell
54
-360
-87% -$23.2K ﹤0.01% 4081
2016
Q3 		$28K Buy
414
+306
+283% +$19.5K ﹤0.01% 2804
2016
Q2 		$6K Buy
108
+100
+1,250% +$5.41K ﹤0.01% 3568
2016
Q1 		$0 Sell
8
-108
-93% -$4.9K ﹤0.01% 4594
2015
Q4 		$6K Buy
116
+16
+16% +$816 ﹤0.01% 3618
2015
Q3 		$5K Buy
+100
New +$5.17K ﹤0.01% 3648
2015
Q2 		– Sell
-100
Closed -$5K – 3232
2015
Q1 		$5K Hold
100
– – ﹤0.01% 3562
2014
Q4 		$5K Buy
+100
New +$4.17K ﹤0.01% 3523

Other funds holding NUVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Creative Planning's NUVA Position: Q3 2017 in Review

Creative Planning sold out of NuVasive, Inc. (NUVA) in Q3 2017, closing a stake of 169 shares — an estimated $13K sold.

Creative Planning first reported a position in NUVA in Q4 2014 and held it in 10 quarters. The position peaked at $28K in Q3 2016. 263 funds tracked by Wall St. Rank hold NUVA as of Q3 2017.

  • Creative Planning reported no remaining NuVasive, Inc. position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 169 NuVasive, Inc. shares in Q3 2017, an estimated $13K.
  • Creative Planning first reported a position in NuVasive, Inc. in Q4 2014 and held it in 10 quarters.
  • Creative Planning's NuVasive, Inc. position peaked at $28K in Q3 2016.
  • 263 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.