LPL Financial
NM

LPL Financial’s Navios Maritime Holdings Inc. NM Stock Holding History

LPL Financial’s Portfolio NM Stock Details NM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,360
Closed -$15K – 3041
2016
Q1 		$15K Sell
1,360
-553
-29% -$5.77K ﹤0.01% 3067
2015
Q4 		$29K Buy
+1,913
New +$36.5K ﹤0.01% 3091
2014
Q2 		– Sell
-1,001
Closed -$99K – 2763
2014
Q1 		$99K Sell
1,001
-53
-5% -$5.18K ﹤0.01% 2554
2013
Q4 		$118K Sell
1,054
-2,464
-70% -$199K ﹤0.01% 2547
2013
Q3 		$254K Buy
3,518
+2,490
+242% +$155K ﹤0.01% 2139
2013
Q2 		$58K Buy
+1,028
New +$49.2K ﹤0.01% 2364

Other funds holding NM

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LPL Financial's NM Position: Q2 2016 in Review

LPL Financial sold out of Navios Maritime Holdings Inc. (NM) in Q2 2016, closing a stake of 1,360 shares — an estimated $15K sold.

LPL Financial first reported a position in NM in Q2 2013 and held it in 6 quarters. The position peaked at $254K in Q3 2013. 60 funds tracked by Wall St. Rank hold NM as of Q2 2016.

  • LPL Financial reported no remaining Navios Maritime Holdings Inc. position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 1,360 Navios Maritime Holdings Inc. shares in Q2 2016, an estimated $15K.
  • LPL Financial first reported a position in Navios Maritime Holdings Inc. in Q2 2013 and held it in 6 quarters.
  • LPL Financial's Navios Maritime Holdings Inc. position peaked at $254K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.