PWAG
NUS icon

Polaris Wealth Advisory Group’s Nu Skin NUS Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q1 		– Sell
-2,624
Closed -$363K – 192
2013
Q4 		$363K Buy
2,624
+744
+40% +$87.6K 0.09% 61
2013
Q3 		$180K Buy
1,880
+1,290
+219% +$109K 0.06% 56
2013
Q2 		$36.1K Buy
+590
New +$32.8K 0.01% 87

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ESG
Emerging Sovereign Group New York $252M AUM 22.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Polaris Wealth Advisory Group's NUS Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of Nu Skin (NUS) in Q1 2014, closing a stake of 2,624 shares — an estimated $363K sold.

Polaris Wealth Advisory Group first reported a position in NUS in Q2 2013 and held it in 3 quarters. The position peaked at $363K in Q4 2013. 289 funds tracked by Wall St. Rank hold NUS as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining Nu Skin position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,624 Nu Skin shares in Q1 2014, an estimated $363K.
  • Polaris Wealth Advisory Group first reported a position in Nu Skin in Q2 2013 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Nu Skin position peaked at $363K in Q4 2013.
  • 289 funds tracked by Wall St. Rank held Nu Skin as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.