WAM
NCI

Wealthspire Advisors (Maryland)’s Navigant Consulting, Inc. NCI Stock Holding History

Wealthspire Advisors (Maryland)’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
-121
Closed -$2K – 2447
2019
Q1 		$2K Sell
121
-55
-31% -$1.28K ﹤0.01% 2262
2018
Q4 		$4K Buy
176
+18
+11% +$412 ﹤0.01% 1893
2018
Q3 		$4K Buy
158
+75
+90% +$1.74K ﹤0.01% 1977
2018
Q2 		$2K Hold
83
– – ﹤0.01% 2247
2018
Q1 		$2K Hold
83
– – ﹤0.01% 2264
2017
Q4 		$2K Buy
+83
New +$1.51K ﹤0.01% 2212

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

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

Wealthspire Advisors (Maryland) sold out of Navigant Consulting, Inc. (NCI) in Q2 2019, closing a stake of 121 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in NCI in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q4 2018. 168 funds tracked by Wall St. Rank hold NCI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Navigant Consulting, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 121 Navigant Consulting, Inc. shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Navigant Consulting, Inc. in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Navigant Consulting, Inc. position peaked at $4K in Q4 2018.
  • 168 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q2 2019.

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