Gupta Wealth Management’s Navient NAVI Stock Holding History

Gupta 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
2015 Q3	–	Sell	-336	Closed	-$6K	–	1315
2015 Q2	$6K	Buy	+336	New	+$6.58K	﹤0.01%	1003

Other funds holding NAVI

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

BIT

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

Gupta Wealth Management's NAVI Position: Q3 2015 in Review

Gupta Wealth Management sold out of Navient (NAVI) in Q3 2015, closing a stake of 336 shares — an estimated $6K sold.

Gupta Wealth Management first reported a position in NAVI in Q2 2015 and held it in 1 quarter. The position peaked at $6K in Q2 2015. 354 funds tracked by Wall St. Rank hold NAVI as of Q3 2015.

Gupta Wealth Management reported no remaining Navient position as of Q3 2015 after selling out during the quarter.
Gupta Wealth Management sold 336 Navient shares in Q3 2015, an estimated $6K.
Gupta Wealth Management first reported a position in Navient in Q2 2015 and held it in 1 quarter.
Gupta Wealth Management's Navient position peaked at $6K in Q2 2015.
354 funds tracked by Wall St. Rank held Navient as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.