LPL Financial
NCI

LPL Financial’s Navigant Consulting, Inc. NCI Stock Holding History

LPL Financial’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
2014
Q1 		– Sell
-10,478
Closed -$201K – 2759
2013
Q4 		$201K Buy
10,478
+307
+3% +$5.46K ﹤0.01% 2431
2013
Q3 		$167K Buy
+10,171
New +$143K ﹤0.01% 2371

Other funds holding NCI

CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPL Financial's NCI Position: Q1 2014 in Review

LPL Financial sold out of Navigant Consulting, Inc. (NCI) in Q1 2014, closing a stake of 10,478 shares — an estimated $201K sold.

LPL Financial first reported a position in NCI in Q3 2013 and held it in 2 quarters. The position peaked at $201K in Q4 2013. 161 funds tracked by Wall St. Rank hold NCI as of Q1 2014.

  • LPL Financial reported no remaining Navigant Consulting, Inc. position as of Q1 2014 after selling out during the quarter.
  • LPL Financial sold 10,478 Navigant Consulting, Inc. shares in Q1 2014, an estimated $201K.
  • LPL Financial first reported a position in Navigant Consulting, Inc. in Q3 2013 and held it in 2 quarters.
  • LPL Financial's Navigant Consulting, Inc. position peaked at $201K in Q4 2013.
  • 161 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q1 2014.

Based on LPL Financial's 13F filing for Q1 2014, filed 12 May 2014.