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Measured Wealth Private Client Group’s Navient NAVI Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-36
Closed – – 477
2018
Q3 		$0 Buy
+36
New +$487 ﹤0.01% 848

Other funds holding NAVI

CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Measured Wealth Private Client Group's NAVI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Navient (NAVI) in Q4 2018, closing a stake of 36 shares.

Measured Wealth Private Client Group first reported a position in NAVI in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 334 funds tracked by Wall St. Rank hold NAVI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Navient position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 36 Navient shares in Q4 2018.
  • Measured Wealth Private Client Group first reported a position in Navient in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Navient position peaked at $0 in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Navient as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.