First Personal Financial Services’s Navient NAVI Stock Holding History

First Personal Financial Services’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
2019 Q1	–	Sell	-239	Closed	-$2K	–	690
2018 Q4	$2K	Hold	239	–	–	﹤0.01%	624
2018 Q3	$3K	Hold	239	–	–	﹤0.01%	645
2018 Q2	$3K	Hold	239	–	–	﹤0.01%	622
2018 Q1	$3K	Sell	239 -5	-2%	-$68	﹤0.01%	967
2017 Q4	$3K	Sell	244 -116	-32%	-$1.47K	﹤0.01%	955
2017 Q3	$5K	Hold	360	–	–	﹤0.01%	778
2017 Q2	$6K	Hold	360	–	–	﹤0.01%	779
2017 Q1	$5K	Hold	360	–	–	﹤0.01%	798
2016 Q4	$6K	Sell	360 -60	-14%	-$933	﹤0.01%	808
2016 Q3	$6K	Buy	420 +60	+17%	+$836	﹤0.01%	678
2016 Q2	$4K	Buy	+360	New	+$4.58K	﹤0.01%	706
2015 Q4	–	Sell	-315	Closed	-$4K	–	461
2015 Q3	$4K	Sell	315 -362	-53%	-$5.3K	﹤0.01%	343
2015 Q2	$13K	Hold	677	–	–	0.01%	261
2015 Q1	$14K	Hold	677	–	–	0.01%	251
2014 Q4	$14K	Buy	+677	New	+$13.5K	0.01%	232

Other funds holding NAVI

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Personal Financial Services's NAVI Position: Q1 2019 in Review

First Personal Financial Services sold out of Navient (NAVI) in Q1 2019, closing a stake of 239 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in NAVI in Q4 2014 and held it in 15 quarters. The position peaked at $14K in Q1 2015. 322 funds tracked by Wall St. Rank hold NAVI as of Q1 2019.

First Personal Financial Services reported no remaining Navient position as of Q1 2019 after selling out during the quarter.
First Personal Financial Services sold 239 Navient shares in Q1 2019, an estimated $2K.
First Personal Financial Services first reported a position in Navient in Q4 2014 and held it in 15 quarters.
First Personal Financial Services's Navient position peaked at $14K in Q1 2015.
322 funds tracked by Wall St. Rank held Navient as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.