IWM
NAVG

IHT Wealth Management’s Navigators Group Inc NAVG Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-108
Closed -$6K – 1668
2018
Q1 		$6K Hold
108
– – ﹤0.01% 1324
2017
Q4 		$5K Hold
108
– – ﹤0.01% 1361
2017
Q3 		$6K Hold
108
– – ﹤0.01% 1078
2017
Q2 		$1 Hold
108
– – ﹤0.01% 1402
2017
Q1 		$6K Hold
108
– – ﹤0.01% 943
2016
Q4 		$6K Buy
+108
New +$5.61K ﹤0.01% 902

Other funds holding NAVG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

IHT Wealth Management's NAVG Position: Q2 2018 in Review

IHT Wealth Management sold out of Navigators Group Inc (NAVG) in Q2 2018, closing a stake of 108 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in NAVG in Q4 2016 and held it in 6 quarters. The position peaked at $6K in Q1 2018. 159 funds tracked by Wall St. Rank hold NAVG as of Q2 2018.

  • IHT Wealth Management reported no remaining Navigators Group Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 108 Navigators Group Inc shares in Q2 2018, an estimated $6K.
  • IHT Wealth Management first reported a position in Navigators Group Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Navigators Group Inc position peaked at $6K in Q1 2018.
  • 159 funds tracked by Wall St. Rank held Navigators Group Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.