Tiedemann Advisors’s Navient NAVI Stock Holding History

Tiedemann 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 Q3	–	Sell	-13,146	Closed	-$219K	–	423
2017 Q2	$219K	Buy	+13,146	New	+$198K	0.02%	411

Other funds holding NAVI

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tiedemann Advisors's NAVI Position: Q3 2017 in Review

Tiedemann Advisors sold out of Navient (NAVI) in Q3 2017, closing a stake of 13,146 shares — an estimated $219K sold.

Tiedemann Advisors first reported a position in NAVI in Q2 2017 and held it in 1 quarter. The position peaked at $219K in Q2 2017. 356 funds tracked by Wall St. Rank hold NAVI as of Q3 2017.

Tiedemann Advisors reported no remaining Navient position as of Q3 2017 after selling out during the quarter.
Tiedemann Advisors sold 13,146 Navient shares in Q3 2017, an estimated $219K.
Tiedemann Advisors first reported a position in Navient in Q2 2017 and held it in 1 quarter.
Tiedemann Advisors's Navient position peaked at $219K in Q2 2017.
356 funds tracked by Wall St. Rank held Navient as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.