LAM
NUVA

Lebenthal Asset Management’s NuVasive, Inc. NUVA Stock Holding History

Lebenthal Asset Management’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
2016
Q4 		– Sell
-310
Closed -$21K – 733
2016
Q3 		$21K Buy
+310
New +$19.7K ﹤0.01% 603

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 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lebenthal Asset Management's NUVA Position: Q4 2016 in Review

Lebenthal Asset Management sold out of NuVasive, Inc. (NUVA) in Q4 2016, closing a stake of 310 shares — an estimated $21K sold.

Lebenthal Asset Management first reported a position in NUVA in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 285 funds tracked by Wall St. Rank hold NUVA as of Q4 2016.

  • Lebenthal Asset Management reported no remaining NuVasive, Inc. position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 310 NuVasive, Inc. shares in Q4 2016, an estimated $21K.
  • Lebenthal Asset Management first reported a position in NuVasive, Inc. in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's NuVasive, Inc. position peaked at $21K in Q3 2016.
  • 285 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.