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Waddell & Reed Financial’s Nu Skin NUS Stock Holding History

Waddell & Reed Financial’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-481,413
Closed -$31.2M – 614
2016
Q3 		$31.2M Buy
481,413
+85,413
+22% +$4.8M 0.06% 263
2016
Q2 		$18.3M Buy
+396,000
New +$15.9M 0.04% 320

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waddell & Reed Financial's NUS Position: Q4 2016 in Review

Waddell & Reed Financial sold out of Nu Skin (NUS) in Q4 2016, closing a stake of 481,413 shares — an estimated $31.2M sold.

Waddell & Reed Financial first reported a position in NUS in Q2 2016 and held it in 2 quarters. The position peaked at $31.2M in Q3 2016. 251 funds tracked by Wall St. Rank hold NUS as of Q4 2016.

  • Waddell & Reed Financial reported no remaining Nu Skin position as of Q4 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 481,413 Nu Skin shares in Q4 2016, an estimated $31.2M.
  • Waddell & Reed Financial first reported a position in Nu Skin in Q2 2016 and held it in 2 quarters.
  • Waddell & Reed Financial's Nu Skin position peaked at $31.2M in Q3 2016.
  • 251 funds tracked by Wall St. Rank held Nu Skin as of Q4 2016.

Based on Waddell & Reed Financial's 13F filing for Q4 2016, filed 14 Feb 2017.