NewSquare Capital’s NuVasive, Inc. NUVA Stock Holding History

NewSquare Capital’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	-41	Closed	-$3K	–	468
2016 Q3	$3K	Buy	+41	New	+$2.61K	﹤0.01%	417

Other funds holding NUVA

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NewSquare Capital's NUVA Position: Q4 2016 in Review

NewSquare Capital sold out of NuVasive, Inc. (NUVA) in Q4 2016, closing a stake of 41 shares — an estimated $3K sold.

NewSquare Capital first reported a position in NUVA in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 285 funds tracked by Wall St. Rank hold NUVA as of Q4 2016.

NewSquare Capital reported no remaining NuVasive, Inc. position as of Q4 2016 after selling out during the quarter.
NewSquare Capital sold 41 NuVasive, Inc. shares in Q4 2016, an estimated $3K.
NewSquare Capital first reported a position in NuVasive, Inc. in Q3 2016 and held it in 1 quarter.
NewSquare Capital's NuVasive, Inc. position peaked at $3K in Q3 2016.
285 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.