Next Financial Group’s Aaon AAON Stock Holding History

Next Financial Group’s Portfolio AAON Stock Details AAON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-54	Closed	-$2K	–	2089
2019 Q4	$2K	Hold	54	–	–	﹤0.01%	2132
2019 Q3	$2K	Hold	54	–	–	﹤0.01%	2078
2019 Q2	$2K	Hold	54	–	–	﹤0.01%	2081
2019 Q1	$2K	Hold	54	–	–	﹤0.01%	1422
2018 Q4	$1K	Hold	54	–	–	﹤0.01%	1812
2018 Q3	$1K	Buy	+54	New	+$1.39K	﹤0.01%	1361
2017 Q4	–	Sell	-54	Closed	-$1K	–	278
2017 Q3	$1K	Hold	54	–	–	﹤0.01%	1661
2017 Q2	$1K	Hold	54	–	–	﹤0.01%	1801
2017 Q1	$1K	Hold	54	–	–	﹤0.01%	1770
2016 Q4	$1K	Hold	54	–	–	﹤0.01%	2248
2016 Q3	$1K	Hold	54	–	–	﹤0.01%	2237
2016 Q2	$0	Hold	54	–	–	﹤0.01%	1727
2016 Q1	$1K	Hold	54	–	–	﹤0.01%	1600
2015 Q4	$0	Hold	54	–	–	﹤0.01%	1758
2015 Q3	$0	Hold	54	–	–	﹤0.01%	1802
2015 Q2	$0	Hold	54	–	–	﹤0.01%	1829
2015 Q1	$0	Hold	54	–	–	﹤0.01%	1834
2014 Q4	$1K	Hold	54	–	–	﹤0.01%	1782
2014 Q3	$1K	Sell	54 -27	-33%	-$352	﹤0.01%	2389
2014 Q2	$1K	Buy	+81	New	+$1.08K	﹤0.01%	1113

Other funds holding AAON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Next Financial Group's AAON Position: Q1 2020 in Review

Next Financial Group sold out of Aaon (AAON) in Q1 2020, closing a stake of 54 shares — an estimated $2K sold.

Next Financial Group first reported a position in AAON in Q2 2014 and held it in 20 quarters. The position peaked at $2K in Q4 2019. 172 funds tracked by Wall St. Rank hold AAON as of Q1 2020.

Next Financial Group reported no remaining Aaon position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 54 Aaon shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in Aaon in Q2 2014 and held it in 20 quarters.
Next Financial Group's Aaon position peaked at $2K in Q4 2019.
172 funds tracked by Wall St. Rank held Aaon as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.