Hefty Wealth Partners’s Navient NAVI Stock Holding History

Hefty Wealth Partners’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
2017 Q4	–	Sell	-206	Closed	-$3K	–	260
2017 Q3	$3K	Hold	206	–	–	﹤0.01%	225
2017 Q2	$3K	Hold	206	–	–	﹤0.01%	216
2017 Q1	$3K	Hold	206	–	–	﹤0.01%	219
2016 Q4	$3K	Hold	206	–	–	﹤0.01%	211
2016 Q3	$2K	Hold	206	–	–	﹤0.01%	226
2016 Q2	$2K	Hold	206	–	–	﹤0.01%	199
2016 Q1	$2K	Hold	206	–	–	﹤0.01%	208
2015 Q4	$2K	Buy	+206	New	+$2.52K	﹤0.01%	195

Other funds holding NAVI

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

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

CCA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Hefty Wealth Partners's NAVI Position: Q4 2017 in Review

Hefty Wealth Partners sold out of Navient (NAVI) in Q4 2017, closing a stake of 206 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in NAVI in Q4 2015 and held it in 8 quarters. The position peaked at $3K in Q3 2017. 371 funds tracked by Wall St. Rank hold NAVI as of Q4 2017.

Hefty Wealth Partners reported no remaining Navient position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 206 Navient shares in Q4 2017, an estimated $3K.
Hefty Wealth Partners first reported a position in Navient in Q4 2015 and held it in 8 quarters.
Hefty Wealth Partners's Navient position peaked at $3K in Q3 2017.
371 funds tracked by Wall St. Rank held Navient as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.