JIR
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James Investment Research’s Nature's Sunshine NATR Stock Holding History

James Investment Research’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-23,375
Closed -$397K – 530
2014
Q2 		$397K Hold
23,375
– – 0.01% 285
2014
Q1 		$322K Buy
23,375
+1,830
+8% +$28.9K 0.01% 299
2013
Q4 		$373K Buy
21,545
+4,570
+27% +$84.2K 0.01% 281
2013
Q3 		$323K Buy
16,975
+1,410
+9% +$26K 0.01% 280
2013
Q2 		$254K Buy
+15,565
New +$240K 0.01% 285

Other funds holding NATR

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

James Investment Research's NATR Position: Q3 2014 in Review

James Investment Research sold out of Nature's Sunshine (NATR) in Q3 2014, closing a stake of 23,375 shares — an estimated $397K sold.

James Investment Research first reported a position in NATR in Q2 2013 and held it in 5 quarters. The position peaked at $397K in Q2 2014. 65 funds tracked by Wall St. Rank hold NATR as of Q3 2014.

  • James Investment Research reported no remaining Nature's Sunshine position as of Q3 2014 after selling out during the quarter.
  • James Investment Research sold 23,375 Nature's Sunshine shares in Q3 2014, an estimated $397K.
  • James Investment Research first reported a position in Nature's Sunshine in Q2 2013 and held it in 5 quarters.
  • James Investment Research's Nature's Sunshine position peaked at $397K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held Nature's Sunshine as of Q3 2014.

Based on James Investment Research's 13F filing for Q3 2014, filed 9 Oct 2014.