PIA
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Peachtree Investment Advisors’s Navient NAVI Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-30
Closed -$1K – 203
2015
Q2 		$1K Hold
30
– – ﹤0.01% 295
2015
Q1 		$1K Hold
30
– – ﹤0.01% 314
2014
Q4 		$1K Hold
30
– – ﹤0.01% 351
2014
Q3 		$1K Buy
+30
New +$528 ﹤0.01% 372

Other funds holding NAVI

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Peachtree Investment Advisors's NAVI Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Navient (NAVI) in Q3 2015, closing a stake of 30 shares — an estimated $1K sold.

Peachtree Investment Advisors first reported a position in NAVI in Q3 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 354 funds tracked by Wall St. Rank hold NAVI as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Navient position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 30 Navient shares in Q3 2015, an estimated $1K.
  • Peachtree Investment Advisors first reported a position in Navient in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Navient position peaked at $1K in Q2 2015.
  • 354 funds tracked by Wall St. Rank held Navient as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.