NFG
ABE

Next Financial Group’s Aberdeen Emerging Markets Smaller Company Opportunities Fund ABE Stock Holding History

Next Financial Group’s Portfolio ABE Stock Details ABE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-635
Closed -$9K – 2523
2014
Q3 		$9K Hold
635
– – ﹤0.01% 1832
2014
Q2 		$9K Buy
+635
New +$8.81K ﹤0.01% 816

Other funds holding ABE

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Next Financial Group's ABE Position: Q4 2014 in Review

Next Financial Group sold out of Aberdeen Emerging Markets Smaller Company Opportunities Fund (ABE) in Q4 2014, closing a stake of 635 shares — an estimated $9K sold.

Next Financial Group first reported a position in ABE in Q2 2014 and held it in 2 quarters. The position peaked at $9K in Q3 2014. 21 funds tracked by Wall St. Rank hold ABE as of Q4 2014.

  • Next Financial Group reported no remaining Aberdeen Emerging Markets Smaller Company Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 635 Aberdeen Emerging Markets Smaller Company Opportunities Fund shares in Q4 2014, an estimated $9K.
  • Next Financial Group first reported a position in Aberdeen Emerging Markets Smaller Company Opportunities Fund in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's Aberdeen Emerging Markets Smaller Company Opportunities Fund position peaked at $9K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Aberdeen Emerging Markets Smaller Company Opportunities Fund as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.