WAS
NCI

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

WESPAC Advisors SoCal’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
2018
Q2 		– Sell
-200
Closed -$3K – 281
2018
Q1 		$3K Buy
+200
New +$3.98K ﹤0.01% 242

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WESPAC Advisors SoCal's NCI Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Navigant Consulting, Inc. (NCI) in Q2 2018, closing a stake of 200 shares — an estimated $3K sold.

WESPAC Advisors SoCal first reported a position in NCI in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 193 funds tracked by Wall St. Rank hold NCI as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Navigant Consulting, Inc. position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 Navigant Consulting, Inc. shares in Q2 2018, an estimated $3K.
  • WESPAC Advisors SoCal first reported a position in Navigant Consulting, Inc. in Q1 2018 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Navigant Consulting, Inc. position peaked at $3K in Q1 2018.
  • 193 funds tracked by Wall St. Rank held Navigant Consulting, Inc. as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.