SFA
NATI

Sequoia Financial Advisors’s National Instruments Corp NATI Stock Holding History

Sequoia Financial Advisors’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,722
Closed -$283K – 186
2014
Q2 		$283K Buy
8,722
+390
+5% +$11.2K 0.22% 107
2014
Q1 		$239K Buy
8,332
+965
+13% +$28.8K 0.2% 130
2013
Q4 		$236K Buy
+7,367
New +$227K 0.2% 118

Other funds holding NATI

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sequoia Financial Advisors's NATI Position: Q3 2014 in Review

Sequoia Financial Advisors sold out of National Instruments Corp (NATI) in Q3 2014, closing a stake of 8,722 shares — an estimated $283K sold.

Sequoia Financial Advisors first reported a position in NATI in Q4 2013 and held it in 3 quarters. The position peaked at $283K in Q2 2014. 204 funds tracked by Wall St. Rank hold NATI as of Q3 2014.

  • Sequoia Financial Advisors reported no remaining National Instruments Corp position as of Q3 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,722 National Instruments Corp shares in Q3 2014, an estimated $283K.
  • Sequoia Financial Advisors first reported a position in National Instruments Corp in Q4 2013 and held it in 3 quarters.
  • Sequoia Financial Advisors's National Instruments Corp position peaked at $283K in Q2 2014.
  • 204 funds tracked by Wall St. Rank held National Instruments Corp as of Q3 2014.

Based on Sequoia Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.