WAM
NAV

Wealthspire Advisors (Maryland)’s Navistar International NAV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NAV Stock Details NAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-255
Closed -$8K – 2343
2019
Q1 		$8K Hold
255
– – ﹤0.01% 1650
2018
Q4 		$7K Sell
255
-200
-44% -$6.26K ﹤0.01% 1625
2018
Q3 		$18K Sell
455
-22
-5% -$917 ﹤0.01% 1354
2018
Q2 		$19K Hold
477
– – ﹤0.01% 1336
2018
Q1 		$17K Sell
477
-14
-3% -$564 ﹤0.01% 1359
2017
Q4 		$21K Buy
491
+190
+63% +$7.91K ﹤0.01% 1317
2017
Q3 		$13K Sell
301
-18
-6% -$597 ﹤0.01% 1484
2017
Q2 		$8K Buy
319
+8
+3% +$211 ﹤0.01% 1638
2017
Q1 		$8K Buy
311
+110
+55% +$3.02K ﹤0.01% 1422
2016
Q4 		$6K Hold
201
– – ﹤0.01% 1361
2016
Q3 		$5K Hold
201
– – ﹤0.01% 1406
2016
Q2 		$2K Hold
201
– – ﹤0.01% 1549
2016
Q1 		$3K Buy
201
+76
+61% +$693 ﹤0.01% 1484
2015
Q4 		$1K Buy
+125
New +$1.54K ﹤0.01% 1676

Other funds holding NAV

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NAV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Navistar International (NAV) in Q2 2019, closing a stake of 255 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in NAV in Q4 2015 and held it in 14 quarters. The position peaked at $21K in Q4 2017. 178 funds tracked by Wall St. Rank hold NAV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Navistar International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 255 Navistar International shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Navistar International in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Navistar International position peaked at $21K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held Navistar International as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.