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Rational Advisors’s Usana Health Sciences USNA Stock Holding History

Rational Advisors’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-7,300
Closed -$443K – 272
2016
Q1 		$443K Buy
+7,300
New +$430K 0.29% 106

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rational Advisors's USNA Position: Q2 2016 in Review

Rational Advisors sold out of Usana Health Sciences (USNA) in Q2 2016, closing a stake of 7,300 shares — an estimated $443K sold.

Rational Advisors first reported a position in USNA in Q1 2016 and held it in 1 quarter. The position peaked at $443K in Q1 2016. 142 funds tracked by Wall St. Rank hold USNA as of Q2 2016.

  • Rational Advisors reported no remaining Usana Health Sciences position as of Q2 2016 after selling out during the quarter.
  • Rational Advisors sold 7,300 Usana Health Sciences shares in Q2 2016, an estimated $443K.
  • Rational Advisors first reported a position in Usana Health Sciences in Q1 2016 and held it in 1 quarter.
  • Rational Advisors's Usana Health Sciences position peaked at $443K in Q1 2016.
  • 142 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.