SSWM
NUVA

Sheets Smith Wealth Management’s NuVasive, Inc. NUVA Stock Holding History

Sheets Smith Wealth Management’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
Q3 		– Sell
-7,167
Closed -$551K – 320
2017
Q2 		$551K Sell
7,167
-331
-4% -$24.7K 0.15% 166
2017
Q1 		$560K Sell
7,498
-91
-1% -$6.6K 0.15% 174
2016
Q4 		$511K Sell
7,589
-378
-5% -$24.4K 0.14% 186
2016
Q3 		$531K Buy
+7,967
New +$508K 0.15% 175

Other funds holding NUVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sheets Smith Wealth Management's NUVA Position: Q3 2017 in Review

Sheets Smith Wealth Management sold out of NuVasive, Inc. (NUVA) in Q3 2017, closing a stake of 7,167 shares — an estimated $551K sold.

Sheets Smith Wealth Management first reported a position in NUVA in Q3 2016 and held it in 4 quarters. The position peaked at $560K in Q1 2017. 263 funds tracked by Wall St. Rank hold NUVA as of Q3 2017.

  • Sheets Smith Wealth Management reported no remaining NuVasive, Inc. position as of Q3 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,167 NuVasive, Inc. shares in Q3 2017, an estimated $551K.
  • Sheets Smith Wealth Management first reported a position in NuVasive, Inc. in Q3 2016 and held it in 4 quarters.
  • Sheets Smith Wealth Management's NuVasive, Inc. position peaked at $560K in Q1 2017.
  • 263 funds tracked by Wall St. Rank held NuVasive, Inc. as of Q3 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2017, filed 12 Oct 2017.