Sheaff Brock Investment Advisors’s Navient NAVI Stock Holding History

Sheaff Brock 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
2017 Q1	–	Sell	-24,790	Closed	-$407K	–	627
2016 Q4	$407K	Buy	+24,790	New	+$385K	0.05%	319

Other funds holding NAVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sheaff Brock Investment Advisors's NAVI Position: Q1 2017 in Review

Sheaff Brock Investment Advisors sold out of Navient (NAVI) in Q1 2017, closing a stake of 24,790 shares — an estimated $407K sold.

Sheaff Brock Investment Advisors first reported a position in NAVI in Q4 2016 and held it in 1 quarter. The position peaked at $407K in Q4 2016. 381 funds tracked by Wall St. Rank hold NAVI as of Q1 2017.

Sheaff Brock Investment Advisors reported no remaining Navient position as of Q1 2017 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 24,790 Navient shares in Q1 2017, an estimated $407K.
Sheaff Brock Investment Advisors first reported a position in Navient in Q4 2016 and held it in 1 quarter.
Sheaff Brock Investment Advisors's Navient position peaked at $407K in Q4 2016.
381 funds tracked by Wall St. Rank held Navient as of Q1 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.