Next Financial Group’s Nature's Sunshine NATR Stock Holding History

Next Financial Group’s Portfolio NATR Stock Details NATR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,200	Closed	-$28K	–	2043
2018 Q3	$28K	Buy	+3,200	New	+$28.3K	0.01%	685
2017 Q4	–	Sell	-3,200	Closed	-$35K	–	981
2017 Q3	$35K	Buy	3,200 +1,700	+113%	+$19.3K	0.01%	803
2017 Q2	$20K	Sell	1,500 -2,500	-63%	-$28.3K	﹤0.01%	1084
2017 Q1	$40K	Sell	4,000 -1,700	-30%	-$19.8K	0.01%	800
2016 Q4	$86K	Hold	5,700	–	–	0.02%	740
2016 Q3	$91K	Buy	5,700 +1,700	+43%	+$22.2K	0.02%	704
2016 Q2	$38K	Hold	4,000	–	–	0.01%	738
2016 Q1	$38K	Hold	4,000	–	–	0.01%	708
2015 Q4	$40K	Hold	4,000	–	–	0.01%	687
2015 Q3	$47K	Sell	4,000 -7,500	-65%	-$93.4K	0.02%	648
2015 Q2	$158K	Hold	11,500	–	–	0.05%	357
2015 Q1	$150K	Buy	11,500 +1,000	+10%	+$13.7K	0.05%	370
2014 Q4	$156K	Buy	10,500 +500	+5%	+$7.4K	0.05%	346
2014 Q3	$148K	Buy	+10,000	New	+$158K	0.03%	537

Other funds holding NATR

Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return

RMCP

Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Next Financial Group's NATR Position: Q4 2018 in Review

Next Financial Group sold out of Nature's Sunshine (NATR) in Q4 2018, closing a stake of 3,200 shares — an estimated $28K sold.

Next Financial Group first reported a position in NATR in Q3 2014 and held it in 14 quarters. The position peaked at $158K in Q2 2015. 56 funds tracked by Wall St. Rank hold NATR as of Q4 2018.

Next Financial Group reported no remaining Nature's Sunshine position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 3,200 Nature's Sunshine shares in Q4 2018, an estimated $28K.
Next Financial Group first reported a position in Nature's Sunshine in Q3 2014 and held it in 14 quarters.
Next Financial Group's Nature's Sunshine position peaked at $158K in Q2 2015.
56 funds tracked by Wall St. Rank held Nature's Sunshine as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.