B. Riley Wealth Management’s Navient NAVI Stock Holding History

B. Riley Wealth Management’s Portfolio NAVI Stock Details NAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-162	Closed	-$2K	–	1059
2014 Q3	$2K	Buy	+162	New	+$2.85K	﹤0.01%	990

Other funds holding NAVI

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

B. Riley Wealth Management's NAVI Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Navient (NAVI) in Q4 2014, closing a stake of 162 shares — an estimated $2K sold.

B. Riley Wealth Management first reported a position in NAVI in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 351 funds tracked by Wall St. Rank hold NAVI as of Q4 2014.

B. Riley Wealth Management reported no remaining Navient position as of Q4 2014 after selling out during the quarter.
B. Riley Wealth Management sold 162 Navient shares in Q4 2014, an estimated $2K.
B. Riley Wealth Management first reported a position in Navient in Q3 2014 and held it in 1 quarter.
B. Riley Wealth Management's Navient position peaked at $2K in Q3 2014.
351 funds tracked by Wall St. Rank held Navient as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.