Rockefeller Financial Services’s NuVasive, Inc. NUVA Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$159K	Hold	2,710	–	–	﹤0.01%	355
2017 Q3	$150K	Sell	2,710 -217	-7%	-$14.4K	﹤0.01%	358
2017 Q2	$225K	Hold	2,927	–	–	﹤0.01%	285
2017 Q1	$219K	Sell	2,927 -143	-5%	-$10.4K	﹤0.01%	304
2016 Q4	$207K	Sell	3,070 -1,250	-29%	-$80.6K	﹤0.01%	326
2016 Q3	$288K	Sell	4,320 -1,899	-31%	-$121K	0.01%	285
2016 Q2	$371K	Hold	6,219	–	–	0.01%	278
2016 Q1	$303K	Hold	6,219	–	–	0.01%	295
2015 Q4	$337K	Sell	6,219 -4,515	-42%	-$230K	0.01%	295
2015 Q3	$518K	Buy	+10,734	New	+$555K	0.01%	244

Other funds holding NUVA

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

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

CIP

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Rockefeller Financial Services's NUVA Position: Q4 2017 in Review

Rockefeller Financial Services held its NuVasive, Inc. (NUVA) position steady in Q4 2017 at 2,710 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Rockefeller Financial Services first reported a position in NUVA in Q3 2015 and has held it in 10 quarters since. The position peaked at $518K in Q3 2015. 269 funds tracked by Wall St. Rank hold NUVA as of Q4 2017.

Rockefeller Financial Services held 2,710 shares of NuVasive, Inc. worth $159K as of Q4 2017.
Rockefeller Financial Services left its NuVasive, Inc. share count unchanged in Q4 2017.
NuVasive, Inc. made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #355 holding.
Rockefeller Financial Services first reported a position in NuVasive, Inc. in Q3 2015 and has held it in 10 quarters since.
Rockefeller Financial Services's NuVasive, Inc. position peaked at $518K in Q3 2015.
269 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.