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Measured Wealth Private Client Group’s Navigator Holdings NVGS Stock Holding History

Measured Wealth Private Client Group’s Portfolio NVGS Stock Details NVGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,691
Closed -$20K – 494
2018
Q3 		$20K Buy
+1,691
New +$20.8K 0.01% 522

Other funds holding NVGS

IPC
Invesco Private Capital New York $365M AUM 8.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SAM
Steinberg Asset Management New York $154M AUM 41.94% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

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

Measured Wealth Private Client Group sold out of Navigator Holdings (NVGS) in Q4 2018, closing a stake of 1,691 shares — an estimated $20K sold.

Measured Wealth Private Client Group first reported a position in NVGS in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 83 funds tracked by Wall St. Rank hold NVGS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Navigator Holdings position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,691 Navigator Holdings shares in Q4 2018, an estimated $20K.
  • Measured Wealth Private Client Group first reported a position in Navigator Holdings in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Navigator Holdings position peaked at $20K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held Navigator Holdings as of Q4 2018.

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