VFA
NCI

Valeo Financial Advisors’s Navigant Consulting, Inc. NCI Stock Holding History

Valeo Financial 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
2019
Q2 		– Sell
-1,766
Closed -$34K – 1710
2019
Q1 		$34K Hold
1,766
– – ﹤0.01% 653
2018
Q4 		$42K Hold
1,766
– – 0.01% 541
2018
Q3 		$38K Hold
1,766
– – 0.01% 606
2018
Q2 		$43K Buy
+1,766
New +$40.2K 0.01% 568

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Valeo Financial Advisors's NCI Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Navigant Consulting, Inc. (NCI) in Q2 2019, closing a stake of 1,766 shares — an estimated $34K sold.

Valeo Financial Advisors first reported a position in NCI in Q2 2018 and held it in 4 quarters. The position peaked at $43K in Q2 2018. 168 funds tracked by Wall St. Rank hold NCI as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Navigant Consulting, Inc. position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,766 Navigant Consulting, Inc. shares in Q2 2019, an estimated $34K.
  • Valeo Financial Advisors first reported a position in Navigant Consulting, Inc. in Q2 2018 and held it in 4 quarters.
  • Valeo Financial Advisors's Navigant Consulting, Inc. position peaked at $43K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.