SPIA
NAVG

Steward Partners Investment Advisory’s Navigators Group Inc NAVG Stock Holding History

Steward Partners Investment Advisory’s Portfolio NAVG Stock Details NAVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-42
Closed -$3K – 2624
2018
Q3 		$3K Hold
42
– – ﹤0.01% 2332
2018
Q2 		$2K Hold
42
– – ﹤0.01% 2299
2018
Q1 		$2K Hold
42
– – ﹤0.01% 2090
2017
Q4 		$2K Hold
42
– – ﹤0.01% 1751
2017
Q3 		$2K Hold
42
– – ﹤0.01% 1563
2017
Q2 		$2K Hold
42
– – ﹤0.01% 1485
2017
Q1 		$2K Hold
42
– – ﹤0.01% 1366
2016
Q4 		$2K Buy
+42
New +$2.18K ﹤0.01% 790

Other funds holding NAVG

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Steward Partners Investment Advisory's NAVG Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Navigators Group Inc (NAVG) in Q4 2018, closing a stake of 42 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in NAVG in Q4 2016 and held it in 8 quarters. The position peaked at $3K in Q3 2018. 171 funds tracked by Wall St. Rank hold NAVG as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Navigators Group Inc position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 42 Navigators Group Inc shares in Q4 2018, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Navigators Group Inc in Q4 2016 and held it in 8 quarters.
  • Steward Partners Investment Advisory's Navigators Group Inc position peaked at $3K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held Navigators Group Inc as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.