BWA
NAVG

Burt Wealth Advisors’s Navigators Group Inc NAVG Stock Holding History

Burt Wealth Advisors’s Portfolio NAVG Stock Details NAVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-10
Closed -$1K – 631
2016
Q1 		$1K Buy
+10
New +$417 ﹤0.01% 618

Other funds holding NAVG

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Burt Wealth Advisors's NAVG Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Navigators Group Inc (NAVG) in Q2 2016, closing a stake of 10 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in NAVG in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 154 funds tracked by Wall St. Rank hold NAVG as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Navigators Group Inc position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 10 Navigators Group Inc shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Navigators Group Inc in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Navigators Group Inc position peaked at $1K in Q1 2016.
  • 154 funds tracked by Wall St. Rank held Navigators Group Inc as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.