SSWM
NTRI

Sheets Smith Wealth Management’s NutriSystem, Inc. NTRI Stock Holding History

Sheets Smith Wealth Management’s Portfolio NTRI Stock Details NTRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,361
Closed -$650K – 349
2017
Q4 		$650K Buy
12,361
+92
+0.7% +$4.83K 0.15% 164
2017
Q3 		$686K Sell
12,269
-204
-2% -$11K 0.17% 152
2017
Q2 		$649K Sell
12,473
-10,495
-46% -$543K 0.17% 148
2017
Q1 		$1.27M Sell
22,968
-247
-1% -$10.2K 0.34% 87
2016
Q4 		$804K Buy
23,215
+2,395
+12% +$80.9K 0.23% 123
2016
Q3 		$618K Buy
+20,820
New +$587K 0.17% 163

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CTA
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Renaissance Technologies
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Morgan Stanley
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return