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MinichMacGregor Wealth Management’s Navient NAVI Stock Holding History

MinichMacGregor Wealth Management’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
2017
Q1 		– Sell
-6,393
Closed -$105K – 491
2016
Q4 		$105K Buy
+6,393
New +$99.4K 0.1% 59

Other funds holding NAVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MinichMacGregor Wealth Management's NAVI Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Navient (NAVI) in Q1 2017, closing a stake of 6,393 shares — an estimated $105K sold.

MinichMacGregor Wealth Management first reported a position in NAVI in Q4 2016 and held it in 1 quarter. The position peaked at $105K in Q4 2016. 381 funds tracked by Wall St. Rank hold NAVI as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Navient position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6,393 Navient shares in Q1 2017, an estimated $105K.
  • MinichMacGregor Wealth Management first reported a position in Navient in Q4 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Navient position peaked at $105K in Q4 2016.
  • 381 funds tracked by Wall St. Rank held Navient as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.