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Goelzer Investment Management’s Nu Skin NUS Stock Holding History

Goelzer Investment 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
Q1 		– Sell
-31,647
Closed -$4.37M – 194
2013
Q4 		$4.37M Sell
31,647
-51
-0.2% -$6K 0.79% 45
2013
Q3 		$3.04M Sell
31,698
-124,166
-80% -$10.5M 0.62% 73
2013
Q2 		$9.53M Buy
+155,864
New +$8.65M 1.01% 26

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ESG
Emerging Sovereign Group New York $252M AUM 22.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Goelzer Investment Management's NUS Position: Q1 2014 in Review

Goelzer Investment Management sold out of Nu Skin (NUS) in Q1 2014, closing a stake of 31,647 shares — an estimated $4.37M sold.

Goelzer Investment Management first reported a position in NUS in Q2 2013 and held it in 3 quarters. The position peaked at $9.53M in Q2 2013. 289 funds tracked by Wall St. Rank hold NUS as of Q1 2014.

  • Goelzer Investment Management reported no remaining Nu Skin position as of Q1 2014 after selling out during the quarter.
  • Goelzer Investment Management sold 31,647 Nu Skin shares in Q1 2014, an estimated $4.37M.
  • Goelzer Investment Management first reported a position in Nu Skin in Q2 2013 and held it in 3 quarters.
  • Goelzer Investment Management's Nu Skin position peaked at $9.53M in Q2 2013.
  • 289 funds tracked by Wall St. Rank held Nu Skin as of Q1 2014.

Based on Goelzer Investment Management's 13F filing for Q1 2014, filed 25 Apr 2014.