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MinichMacGregor Wealth Management’s Nu Skin NUS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-225
Closed -$18K – 359
2018
Q3 		$18K Buy
225
+40
+22% +$3.18K 0.01% 229
2018
Q2 		$14K Buy
185
+14
+8% +$1.08K 0.01% 261
2018
Q1 		$12K Sell
171
-14
-8% -$994 0.01% 282
2017
Q4 		$12K Buy
185
+1
+0.5% +$65 0.01% 278
2017
Q3 		$11K Buy
+184
New +$11.3K 0.01% 270

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MinichMacGregor Wealth Management's NUS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Nu Skin (NUS) in Q4 2018, closing a stake of 225 shares — an estimated $18K sold.

MinichMacGregor Wealth Management first reported a position in NUS in Q3 2017 and held it in 5 quarters. The position peaked at $18K in Q3 2018. 277 funds tracked by Wall St. Rank hold NUS as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Nu Skin position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 225 Nu Skin shares in Q4 2018, an estimated $18K.
  • MinichMacGregor Wealth Management first reported a position in Nu Skin in Q3 2017 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's Nu Skin position peaked at $18K in Q3 2018.
  • 277 funds tracked by Wall St. Rank held Nu Skin as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.