SWP
NCI

Stratos Wealth Partners’s Navigant Consulting, Inc. NCI Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-210
Closed -$5K – 2903
2018
Q3 		$5K Buy
+210
New +$4.86K ﹤0.01% 2491
2018
Q2 		– Sell
-210
Closed -$4K – 2984
2018
Q1 		$4K Hold
210
– – ﹤0.01% 2717
2017
Q4 		$4K Buy
+210
New +$3.81K ﹤0.01% 2483

Other funds holding NCI

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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Stratos Wealth Partners's NCI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Navigant Consulting, Inc. (NCI) in Q4 2018, closing a stake of 210 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in NCI in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 194 funds tracked by Wall St. Rank hold NCI as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Navigant Consulting, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 210 Navigant Consulting, Inc. shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Navigant Consulting, Inc. in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Navigant Consulting, Inc. position peaked at $5K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.