NFG
NAVI icon

Next Financial Group’s Navient NAVI Stock Holding History

Next Financial 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
2017
Q4 		– Sell
-73
Closed -$1K – 982
2017
Q3 		$1K Buy
+73
New +$1.06K ﹤0.01% 1698
2015
Q1 		– Sell
-500
Closed -$11K – 1917
2014
Q4 		$11K Hold
500
– – ﹤0.01% 1217
2014
Q3 		$9K Buy
+500
New +$8.8K ﹤0.01% 1804

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 $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Next Financial Group's NAVI Position: Q4 2017 in Review

Next Financial Group sold out of Navient (NAVI) in Q4 2017, closing a stake of 73 shares — an estimated $1K sold.

Next Financial Group first reported a position in NAVI in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q4 2014. 371 funds tracked by Wall St. Rank hold NAVI as of Q4 2017.

  • Next Financial Group reported no remaining Navient position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 73 Navient shares in Q4 2017, an estimated $1K.
  • Next Financial Group first reported a position in Navient in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Navient position peaked at $11K in Q4 2014.
  • 371 funds tracked by Wall St. Rank held Navient as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.