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Index Management Solutions’s Usana Health Sciences USNA Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-10,990
Closed -$405K – 1003
2014
Q3 		$405K Buy
+10,990
New +$397K 0.05% 345

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Index Management Solutions's USNA Position: Q4 2014 in Review

Index Management Solutions sold out of Usana Health Sciences (USNA) in Q4 2014, closing a stake of 10,990 shares — an estimated $405K sold.

Index Management Solutions first reported a position in USNA in Q3 2014 and held it in 1 quarter. The position peaked at $405K in Q3 2014. 131 funds tracked by Wall St. Rank hold USNA as of Q4 2014.

  • Index Management Solutions reported no remaining Usana Health Sciences position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 10,990 Usana Health Sciences shares in Q4 2014, an estimated $405K.
  • Index Management Solutions first reported a position in Usana Health Sciences in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's Usana Health Sciences position peaked at $405K in Q3 2014.
  • 131 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.