JFA
NAVI icon

JNBA Financial Advisors’s Navient NAVI Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-1,899
Closed -$27K – 1018
2016
Q3 		$27K Buy
+1,899
New +$26.5K ﹤0.01% 714

Other funds holding NAVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JNBA Financial Advisors's NAVI Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Navient (NAVI) in Q4 2016, closing a stake of 1,899 shares — an estimated $27K sold.

JNBA Financial Advisors first reported a position in NAVI in Q3 2016 and held it in 1 quarter. The position peaked at $27K in Q3 2016. 407 funds tracked by Wall St. Rank hold NAVI as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Navient position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,899 Navient shares in Q4 2016, an estimated $27K.
  • JNBA Financial Advisors first reported a position in Navient in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Navient position peaked at $27K in Q3 2016.
  • 407 funds tracked by Wall St. Rank held Navient as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.