AWM
NCI

Altium Wealth Management’s Navigant Consulting, Inc. NCI Stock Holding History

Altium Wealth Management’s Portfolio NCI Stock Details NCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,885
Closed -$241K – 320
2018
Q2 		$241K Buy
+10,885
New +$248K 0.06% 215

Other funds holding NCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's NCI Position: Q3 2018 in Review

Altium Wealth Management sold out of Navigant Consulting, Inc. (NCI) in Q3 2018, closing a stake of 10,885 shares — an estimated $241K sold.

Altium Wealth Management first reported a position in NCI in Q2 2018 and held it in 1 quarter. The position peaked at $241K in Q2 2018. 186 funds tracked by Wall St. Rank hold NCI as of Q3 2018.

  • Altium Wealth Management reported no remaining Navigant Consulting, Inc. position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 10,885 Navigant Consulting, Inc. shares in Q3 2018, an estimated $241K.
  • Altium Wealth Management first reported a position in Navigant Consulting, Inc. in Q2 2018 and held it in 1 quarter.
  • Altium Wealth Management's Navigant Consulting, Inc. position peaked at $241K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.