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Tradewinds Capital Management’s Usana Health Sciences USNA Stock Holding History

Tradewinds Capital Management’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-140
Closed -$8K – 691
2015
Q1 		$8K Buy
+140
New +$7.18K 0.01% 407

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Dimensional Fund Advisors
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SI
Sensato Investors San Francisco, California $122M AUM 5.69% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tradewinds Capital Management's USNA Position: Q2 2015 in Review

Tradewinds Capital Management sold out of Usana Health Sciences (USNA) in Q2 2015, closing a stake of 140 shares — an estimated $8K sold.

Tradewinds Capital Management first reported a position in USNA in Q1 2015 and held it in 1 quarter. The position peaked at $8K in Q1 2015. 150 funds tracked by Wall St. Rank hold USNA as of Q2 2015.

  • Tradewinds Capital Management reported no remaining Usana Health Sciences position as of Q2 2015 after selling out during the quarter.
  • Tradewinds Capital Management sold 140 Usana Health Sciences shares in Q2 2015, an estimated $8K.
  • Tradewinds Capital Management first reported a position in Usana Health Sciences in Q1 2015 and held it in 1 quarter.
  • Tradewinds Capital Management's Usana Health Sciences position peaked at $8K in Q1 2015.
  • 150 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2015.

Based on Tradewinds Capital Management's 13F filing for Q2 2015, filed 30 Jul 2015.