APP
NCI

Avantax Planning Partners’s Navigant Consulting, Inc. NCI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-218
Closed -$5K – 1403
2018
Q3 		$5K Buy
+218
New +$5.05K ﹤0.01% 1130
2018
Q2 		– Sell
-860
Closed -$17K – 1757
2018
Q1 		$17K Buy
+860
New +$17.1K ﹤0.01% 854

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Avantax Planning Partners's NCI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Navigant Consulting, Inc. (NCI) in Q4 2018, closing a stake of 218 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in NCI in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2018. 194 funds tracked by Wall St. Rank hold NCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Navigant Consulting, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 218 Navigant Consulting, Inc. shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Navigant Consulting, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Navigant Consulting, Inc. position peaked at $17K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.