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Waverly Advisors’s Nu Skin NUS Stock Holding History

Waverly Advisors’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
2015
Q4 		– Sell
-1,004
Closed -$41K – 305
2015
Q3 		$41K Sell
1,004
-37
-4% -$1.59K 0.03% 162
2015
Q2 		$49K Buy
1,041
+113
+12% +$6.11K 0.03% 144
2015
Q1 		$56K Sell
928
-858
-48% -$43.7K 0.03% 113
2014
Q4 		$78K Buy
1,786
+594
+50% +$26.2K 0.04% 89
2014
Q3 		$54K Buy
1,192
+898
+305% +$47.8K 0.03% 212
2014
Q2 		$22K Buy
+294
New +$23.2K 0.01% 315

Other funds holding NUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Waverly Advisors's NUS Position: Q4 2015 in Review

Waverly Advisors sold out of Nu Skin (NUS) in Q4 2015, closing a stake of 1,004 shares — an estimated $41K sold.

Waverly Advisors first reported a position in NUS in Q2 2014 and held it in 6 quarters. The position peaked at $78K in Q4 2014. 205 funds tracked by Wall St. Rank hold NUS as of Q4 2015.

  • Waverly Advisors reported no remaining Nu Skin position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,004 Nu Skin shares in Q4 2015, an estimated $41K.
  • Waverly Advisors first reported a position in Nu Skin in Q2 2014 and held it in 6 quarters.
  • Waverly Advisors's Nu Skin position peaked at $78K in Q4 2014.
  • 205 funds tracked by Wall St. Rank held Nu Skin as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.