RWA
NCI

Ropes Wealth Advisors’s Navigant Consulting, Inc. NCI Stock Holding History

Ropes Wealth Advisors’s Portfolio NCI Stock Details NCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-103
Closed -$2K – 806
2017
Q4 		$2K Hold
103
– – ﹤0.01% 740
2017
Q3 		$2K Buy
+103
New +$1.74K ﹤0.01% 680
2016
Q1 		– Sell
-14
Closed – – 537
2015
Q4 		$0 Buy
+14
New +$239 ﹤0.01% 547

Other funds holding NCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's NCI Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Navigant Consulting, Inc. (NCI) in Q1 2018, closing a stake of 103 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in NCI in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 175 funds tracked by Wall St. Rank hold NCI as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Navigant Consulting, Inc. position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 103 Navigant Consulting, Inc. shares in Q1 2018, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Navigant Consulting, Inc. in Q4 2015 and held it in 3 quarters.
  • Ropes Wealth Advisors's Navigant Consulting, Inc. position peaked at $2K in Q4 2017.
  • 175 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.