FWM
NHLD

Frontier Wealth Management’s National Holdings Corporation NHLD Stock Holding History

Frontier Wealth Management’s Portfolio NHLD Stock Details NHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-50,000
Closed -$130K – 418
2017
Q3 		$130K Hold
50,000
– – 0.02% 378
2017
Q2 		$139K Hold
50,000
– – 0.02% 369
2017
Q1 		$142K Hold
50,000
– – 0.02% 378
2016
Q4 		$134K Hold
50,000
– – 0.02% 375
2016
Q3 		$162K Buy
+50,000
New +$157K 0.02% 339

Other funds holding NHLD

CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Frontier Wealth Management's NHLD Position: Q4 2017 in Review

Frontier Wealth Management sold out of National Holdings Corporation (NHLD) in Q4 2017, closing a stake of 50,000 shares — an estimated $130K sold.

Frontier Wealth Management first reported a position in NHLD in Q3 2016 and held it in 5 quarters. The position peaked at $162K in Q3 2016. 9 funds tracked by Wall St. Rank hold NHLD as of Q4 2017.

  • Frontier Wealth Management reported no remaining National Holdings Corporation position as of Q4 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 50,000 National Holdings Corporation shares in Q4 2017, an estimated $130K.
  • Frontier Wealth Management first reported a position in National Holdings Corporation in Q3 2016 and held it in 5 quarters.
  • Frontier Wealth Management's National Holdings Corporation position peaked at $162K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held National Holdings Corporation as of Q4 2017.

Based on Frontier Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.