FWM
NUS icon

Focused Wealth Management’s Nu Skin NUS Stock Holding History

Focused 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
2014
Q3 		– Sell
-350
Closed -$26K – 702
2014
Q2 		$26K Hold
350
– – 0.02% 273
2014
Q1 		$29K Buy
+350
New +$30.7K 0.02% 232

Other funds holding NUS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Focused Wealth Management's NUS Position: Q3 2014 in Review

Focused Wealth Management sold out of Nu Skin (NUS) in Q3 2014, closing a stake of 350 shares — an estimated $26K sold.

Focused Wealth Management first reported a position in NUS in Q1 2014 and held it in 2 quarters. The position peaked at $29K in Q1 2014. 225 funds tracked by Wall St. Rank hold NUS as of Q3 2014.

  • Focused Wealth Management reported no remaining Nu Skin position as of Q3 2014 after selling out during the quarter.
  • Focused Wealth Management sold 350 Nu Skin shares in Q3 2014, an estimated $26K.
  • Focused Wealth Management first reported a position in Nu Skin in Q1 2014 and held it in 2 quarters.
  • Focused Wealth Management's Nu Skin position peaked at $29K in Q1 2014.
  • 225 funds tracked by Wall St. Rank held Nu Skin as of Q3 2014.

Based on Focused Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.