MYIA
NUVA

Mount Yale Investment Advisors’s NuVasive, Inc. NUVA Stock Holding History

Mount Yale Investment Advisors’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
2018
Q4 		– Sell
-303
Closed -$18K – 834
2018
Q3 		$18K Sell
303
-34
-10% -$2.16K ﹤0.01% 806
2018
Q2 		$18K Hold
337
– – ﹤0.01% 819
2018
Q1 		$18K Buy
+337
New +$17.1K ﹤0.01% 791

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's NUVA Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of NuVasive, Inc. (NUVA) in Q4 2018, closing a stake of 303 shares — an estimated $18K sold.

Mount Yale Investment Advisors first reported a position in NUVA in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 290 funds tracked by Wall St. Rank hold NUVA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining NuVasive, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 303 NuVasive, Inc. shares in Q4 2018, an estimated $18K.
  • Mount Yale Investment Advisors first reported a position in NuVasive, Inc. in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's NuVasive, Inc. position peaked at $18K in Q3 2018.
  • 290 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.