IWMPD
NUVA

Integrated Wealth Management (Palm Desert)’s NuVasive, Inc. NUVA Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio NUVA Stock Details NUVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-18
Closed – – 1491
2015
Q1 		$0 Buy
+18
New +$836 ﹤0.01% 1383

Other funds holding NUVA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NUVA Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of NuVasive, Inc. (NUVA) in Q2 2015, closing a stake of 18 shares.

Integrated Wealth Management (Palm Desert) first reported a position in NUVA in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 221 funds tracked by Wall St. Rank hold NUVA as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining NuVasive, Inc. position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 18 NuVasive, Inc. shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in NuVasive, Inc. in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s NuVasive, Inc. position peaked at $0 in Q1 2015.
  • 221 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.