WA
NCI

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

Waverly 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
2015
Q1 		– Sell
-535
Closed -$8K – 444
2014
Q4 		$8K Hold
535
– – ﹤0.01% 347
2014
Q3 		$7K Buy
+535
New +$8.65K ﹤0.01% 574

Other funds holding NCI

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Waverly Advisors's NCI Position: Q1 2015 in Review

Waverly Advisors sold out of Navigant Consulting, Inc. (NCI) in Q1 2015, closing a stake of 535 shares — an estimated $8K sold.

Waverly Advisors first reported a position in NCI in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q4 2014. 144 funds tracked by Wall St. Rank hold NCI as of Q1 2015.

  • Waverly Advisors reported no remaining Navigant Consulting, Inc. position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 535 Navigant Consulting, Inc. shares in Q1 2015, an estimated $8K.
  • Waverly Advisors first reported a position in Navigant Consulting, Inc. in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's Navigant Consulting, Inc. position peaked at $8K in Q4 2014.
  • 144 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.