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WFG Advisors’s Usana Health Sciences USNA Stock Holding History

WFG Advisors’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
2017
Q2 		$6K Hold
86
– – ﹤0.01% 1260
2017
Q1 		$5K Hold
86
– – ﹤0.01% 1229
2016
Q4 		$5K Hold
86
– – ﹤0.01% 1281
2016
Q3 		$6K Sell
86
-32
-27% -$2.11K ﹤0.01% 1248
2016
Q2 		$7K Hold
118
– – ﹤0.01% 1184
2016
Q1 		$7K Buy
118
+12
+11% +$706 ﹤0.01% 1137
2015
Q4 		$7K Buy
106
+20
+23% +$1.3K ﹤0.01% 1167
2015
Q3 		$6K Buy
+86
New +$6.08K ﹤0.01% 1228

Other funds holding USNA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's USNA Position: Q2 2017 in Review

WFG Advisors held its Usana Health Sciences (USNA) position steady in Q2 2017 at 86 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

WFG Advisors first reported a position in USNA in Q3 2015 and has held it in 8 quarters since. The position peaked at $7K in Q2 2016. 145 funds tracked by Wall St. Rank hold USNA as of Q2 2017.

  • WFG Advisors held 86 shares of Usana Health Sciences worth $6K as of Q2 2017.
  • WFG Advisors left its Usana Health Sciences share count unchanged in Q2 2017.
  • Usana Health Sciences made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1260 holding.
  • WFG Advisors first reported a position in Usana Health Sciences in Q3 2015 and has held it in 8 quarters since.
  • WFG Advisors's Usana Health Sciences position peaked at $7K in Q2 2016.
  • 145 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.