MFW
NUVA

Mosaic Family Wealth’s NuVasive, Inc. NUVA Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-69
Closed -$5K – 987
2017
Q2 		$5K Hold
69
– – ﹤0.01% 594
2017
Q1 		$5K Hold
69
– – ﹤0.01% 595
2016
Q4 		$5K Hold
69
– – ﹤0.01% 568
2016
Q3 		$5K Hold
69
– – ﹤0.01% 592
2016
Q2 		$5K Hold
69
– – ﹤0.01% 611
2016
Q1 		$3K Hold
69
– – ﹤0.01% 668
2015
Q4 		$3K Buy
+69
New +$3.52K ﹤0.01% 653

Other funds holding NUVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Mosaic Family Wealth's NUVA Position: Q3 2017 in Review

Mosaic Family Wealth sold out of NuVasive, Inc. (NUVA) in Q3 2017, closing a stake of 69 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in NUVA in Q4 2015 and held it in 7 quarters. The position peaked at $5K in Q2 2017. 263 funds tracked by Wall St. Rank hold NUVA as of Q3 2017.

  • Mosaic Family Wealth reported no remaining NuVasive, Inc. position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 69 NuVasive, Inc. shares in Q3 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in NuVasive, Inc. in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's NuVasive, Inc. position peaked at $5K in Q2 2017.
  • 263 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.