Wealthspire Advisors (Maryland)’s Navigators Group Inc NAVG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NAVG Stock Details NAVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-60	Closed	-$4K	–	2525
2019 Q1	$4K	Hold	60	–	–	﹤0.01%	1965
2018 Q4	$4K	Hold	60	–	–	﹤0.01%	1902
2018 Q3	$4K	Buy	60 +15	+33%	+$961	﹤0.01%	1988
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	2106
2018 Q1	$3K	Buy	45 +3	+7%	+$158	﹤0.01%	2114
2017 Q4	$2K	Buy	42 +39	+1,300%	+$2.08K	﹤0.01%	2228
2017 Q3	$0	Buy	+3	New	+$168	﹤0.01%	2648

Other funds holding NAVG

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Navigators Group Inc (NAVG) in Q2 2019, closing a stake of 60 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in NAVG in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 1 fund tracked by Wall St. Rank holds NAVG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Navigators Group Inc position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 60 Navigators Group Inc shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Navigators Group Inc in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Navigators Group Inc position peaked at $4K in Q1 2019.
1 fund tracked by Wall St. Rank held Navigators Group Inc as of Q2 2019.

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