SFPIA
NUWE icon

Stevens First Principles Investment Advisors’s Nuwellis NUWE Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio NUWE Stock Details NUWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Hold
0
– -$8K – 239
2014
Q3 		– Hold
0
– – – 204
2014
Q1 		– Hold
0
– -$29K – 214
2013
Q4 		– Hold
0
– – – 154
2013
Q3 		– Hold
0
– – – 147
2013
Q2 		– Hold
0
– – – 162

Other funds holding NUWE

WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.45B AUM 5.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCA
Benchmark Capital Advisors New York $101M AUM 0.8% 1-Year Est. Return