LWM
NCI

Liberty Wealth Management’s Navigant Consulting, Inc. NCI Stock Holding History

Liberty Wealth Management’s Portfolio NCI Stock Details NCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-505
Closed -$12K – 1029
2019
Q2 		$12K Buy
505
+183
+57% +$4.05K 0.01% 493
2019
Q1 		$6K Hold
322
– – ﹤0.01% 532
2018
Q4 		$7K Buy
+322
New +$7.36K 0.01% 501

Other funds holding NCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Wealth Management's NCI Position: Q3 2019 in Review

Liberty Wealth Management sold out of Navigant Consulting, Inc. (NCI) in Q3 2019, closing a stake of 505 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in NCI in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 155 funds tracked by Wall St. Rank hold NCI as of Q3 2019.

  • Liberty Wealth Management reported no remaining Navigant Consulting, Inc. position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 505 Navigant Consulting, Inc. shares in Q3 2019, an estimated $12K.
  • Liberty Wealth Management first reported a position in Navigant Consulting, Inc. in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Navigant Consulting, Inc. position peaked at $12K in Q2 2019.
  • 155 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.