UCFA
NTUS

United Capital Financial Advisors’s Natus Medical Inc NTUS Stock Holding History

United Capital Financial Advisors’s Portfolio NTUS Stock Details NTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,848
Closed -$426K – 1321
2017
Q1 		$426K Buy
10,848
+3,843
+55% +$144K ﹤0.01% 949
2016
Q4 		$244K Buy
+7,005
New +$275K ﹤0.01% 1114
2016
Q1 		– Sell
-5,310
Closed -$255K – 1295
2015
Q4 		$255K Buy
+5,310
New +$246K ﹤0.01% 1060

Other funds holding NTUS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Impax Asset Management Portsmouth, New Hampshire $1.69B AUM 16.26% 1-Year Est. Return

United Capital Financial Advisors's NTUS Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Natus Medical Inc (NTUS) in Q2 2017, closing a stake of 10,848 shares — an estimated $426K sold.

United Capital Financial Advisors first reported a position in NTUS in Q4 2015 and held it in 3 quarters. The position peaked at $426K in Q1 2017. 217 funds tracked by Wall St. Rank hold NTUS as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Natus Medical Inc position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,848 Natus Medical Inc shares in Q2 2017, an estimated $426K.
  • United Capital Financial Advisors first reported a position in Natus Medical Inc in Q4 2015 and held it in 3 quarters.
  • United Capital Financial Advisors's Natus Medical Inc position peaked at $426K in Q1 2017.
  • 217 funds tracked by Wall St. Rank held Natus Medical Inc as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.