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UBS’s Nature's Sunshine NATR Stock Holding History

UBS’s Portfolio NATR Stock Details NATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$41K Buy
2,755
+2,157
+361% +$34.2K ﹤0.01% 7081
2014
Q2 		$10K Hold
598
– – ﹤0.01% 8887
2014
Q1 		$8K Sell
598
-343
-36% -$5.42K ﹤0.01% 9138
2013
Q4 		$16K Buy
941
+343
+57% +$6.32K ﹤0.01% 8428
2013
Q3 		$11K Hold
598
– – ﹤0.01% 8723
2013
Q2 		$10K Buy
+598
New +$9.21K ﹤0.01% 8634

Other funds holding NATR

RMCP
Red Mountain Capital Partners Los Angeles, California $55.4M AUM 35.53% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's NATR Position: Q3 2014 in Review

UBS increased its Nature's Sunshine (NATR) stake by 361% in Q3 2014, buying an estimated $34.2K and bringing the position to 2,755 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #7081.

UBS first reported a position in NATR in Q2 2013 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold NATR as of Q3 2014.

  • UBS held 2,755 shares of Nature's Sunshine worth $41K as of Q3 2014.
  • UBS bought 2,157 Nature's Sunshine shares in Q3 2014, an estimated $34.2K.
  • Nature's Sunshine made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7081 holding.
  • UBS first reported a position in Nature's Sunshine in Q2 2013 and has held it in 6 quarters since.
  • 65 funds tracked by Wall St. Rank held Nature's Sunshine as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.