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Mosaic Family Wealth’s Nu Skin NUS Stock Holding History

Mosaic Family Wealth’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
2016
Q4 		– Sell
-26
Closed -$2K – 734
2016
Q3 		$2K Hold
26
– – ﹤0.01% 691
2016
Q2 		$2K Hold
26
– – ﹤0.01% 726
2016
Q1 		$0 Hold
26
– – ﹤0.01% 824
2015
Q4 		$0 Buy
+26
New +$958 ﹤0.01% 776

Other funds holding NUS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mosaic Family Wealth's NUS Position: Q4 2016 in Review

Mosaic Family Wealth sold out of Nu Skin (NUS) in Q4 2016, closing a stake of 26 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in NUS in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 251 funds tracked by Wall St. Rank hold NUS as of Q4 2016.

  • Mosaic Family Wealth reported no remaining Nu Skin position as of Q4 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 26 Nu Skin shares in Q4 2016, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Nu Skin in Q4 2015 and held it in 4 quarters.
  • Mosaic Family Wealth's Nu Skin position peaked at $2K in Q3 2016.
  • 251 funds tracked by Wall St. Rank held Nu Skin as of Q4 2016.

Based on Mosaic Family Wealth's 13F filing for Q4 2016, filed 10 Feb 2017.