IFWM
NUAN

Institute for Wealth Management’s Nuance Communications, Inc. NUAN Stock Holding History

Institute for Wealth Management’s Portfolio NUAN Stock Details NUAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-88,444
Closed -$1.25M – 411
2017
Q4 		$1.25M Buy
+88,444
New +$1.19M 0.29% 108

Other funds holding NUAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Institute for Wealth Management's NUAN Position: Q1 2018 in Review

Institute for Wealth Management sold out of Nuance Communications, Inc. (NUAN) in Q1 2018, closing a stake of 88,444 shares — an estimated $1.25M sold.

Institute for Wealth Management first reported a position in NUAN in Q4 2017 and held it in 1 quarter. The position peaked at $1.25M in Q4 2017. 359 funds tracked by Wall St. Rank hold NUAN as of Q1 2018.

  • Institute for Wealth Management reported no remaining Nuance Communications, Inc. position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 88,444 Nuance Communications, Inc. shares in Q1 2018, an estimated $1.25M.
  • Institute for Wealth Management first reported a position in Nuance Communications, Inc. in Q4 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Nuance Communications, Inc. position peaked at $1.25M in Q4 2017.
  • 359 funds tracked by Wall St. Rank held Nuance Communications, Inc. as of Q1 2018.

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