CFA
NM

Capstone Financial Advisors’s Navios Maritime Holdings Inc. NM Stock Holding History

Capstone Financial Advisors’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,000
Closed -$24K – 81
2016
Q3 		$24K Hold
2,000
– – 0.01% 72
2016
Q2 		$16K Buy
+2,000
New +$21.2K 0.01% 70

Other funds holding NM

WAM
Warlander Asset Management New York $111M AUM 8.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Financial Advisors's NM Position: Q4 2016 in Review

Capstone Financial Advisors sold out of Navios Maritime Holdings Inc. (NM) in Q4 2016, closing a stake of 2,000 shares — an estimated $24K sold.

Capstone Financial Advisors first reported a position in NM in Q2 2016 and held it in 2 quarters. The position peaked at $24K in Q3 2016. 51 funds tracked by Wall St. Rank hold NM as of Q4 2016.

  • Capstone Financial Advisors reported no remaining Navios Maritime Holdings Inc. position as of Q4 2016 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,000 Navios Maritime Holdings Inc. shares in Q4 2016, an estimated $24K.
  • Capstone Financial Advisors first reported a position in Navios Maritime Holdings Inc. in Q2 2016 and held it in 2 quarters.
  • Capstone Financial Advisors's Navios Maritime Holdings Inc. position peaked at $24K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2016.

Based on Capstone Financial Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.