Evercore Wealth Management’s Nu Skin NUS Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-447	Closed	-$30K	–	656
2017 Q4	$30K	Hold	447	–	–	﹤0.01%	651
2017 Q3	$27K	Hold	447	–	–	﹤0.01%	655
2017 Q2	$28K	Hold	447	–	–	﹤0.01%	666
2017 Q1	$25K	Hold	447	–	–	﹤0.01%	721
2016 Q4	$21K	Hold	447	–	–	﹤0.01%	746
2016 Q3	$29K	Hold	447	–	–	﹤0.01%	714
2016 Q2	$21K	Buy	+447	New	+$18K	﹤0.01%	749

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PGP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Evercore Wealth Management's NUS Position: Q1 2018 in Review

Evercore Wealth Management sold out of Nu Skin (NUS) in Q1 2018, closing a stake of 447 shares — an estimated $30K sold.

Evercore Wealth Management first reported a position in NUS in Q2 2016 and held it in 7 quarters. The position peaked at $30K in Q4 2017. 295 funds tracked by Wall St. Rank hold NUS as of Q1 2018.

Evercore Wealth Management reported no remaining Nu Skin position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 447 Nu Skin shares in Q1 2018, an estimated $30K.
Evercore Wealth Management first reported a position in Nu Skin in Q2 2016 and held it in 7 quarters.
Evercore Wealth Management's Nu Skin position peaked at $30K in Q4 2017.
295 funds tracked by Wall St. Rank held Nu Skin as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.