NFG
ACP

Next Financial Group’s abrdn Income Credit Strategies Fund ACP Stock Holding History

Next Financial Group’s Portfolio ACP Stock Details ACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16,000
Closed -$178K – 2732
2021
Q2 		$178K Buy
+16,000
New +$187K 0.01% 870
2020
Q4 		– Sell
-4,028
Closed -$40K – 2335
2020
Q3 		$40K Buy
+4,028
New +$40.1K ﹤0.01% 1167
2020
Q1 		– Sell
-1,007
Closed -$12K – 2099
2019
Q4 		$12K Buy
+1,007
New +$11.4K ﹤0.01% 1696

Other funds holding ACP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Next Financial Group's ACP Position: Q3 2021 in Review

Next Financial Group sold out of abrdn Income Credit Strategies Fund (ACP) in Q3 2021, closing a stake of 16,000 shares — an estimated $178K sold.

Next Financial Group first reported a position in ACP in Q4 2019 and held it in 3 quarters. The position peaked at $178K in Q2 2021. 25 funds tracked by Wall St. Rank hold ACP as of Q3 2021.

  • Next Financial Group reported no remaining abrdn Income Credit Strategies Fund position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 16,000 abrdn Income Credit Strategies Fund shares in Q3 2021, an estimated $178K.
  • Next Financial Group first reported a position in abrdn Income Credit Strategies Fund in Q4 2019 and held it in 3 quarters.
  • Next Financial Group's abrdn Income Credit Strategies Fund position peaked at $178K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held abrdn Income Credit Strategies Fund as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.