Next Financial Group’s Addus HomeCare ADUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-830	Closed	-$56K	–	1621
2018 Q4	$56K	Buy	+830	New	+$56.7K	0.01%	767
2017 Q1	–	Sell	-200	Closed	-$7K	–	1867
2016 Q4	$7K	Hold	200	–	–	﹤0.01%	1789
2016 Q3	$5K	Buy	+200	New	+$4.4K	﹤0.01%	1909
2014 Q4	–	Sell	-352	Closed	-$7K	–	1890
2014 Q3	$7K	Hold	352	–	–	﹤0.01%	1910
2014 Q2	$8K	Buy	+352	New	+$7.9K	﹤0.01%	821

Other funds holding ADUS

EML

Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's ADUS Position: Q1 2019 in Review

Next Financial Group sold out of Addus HomeCare (ADUS) in Q1 2019, closing a stake of 830 shares — an estimated $56K sold.

Next Financial Group first reported a position in ADUS in Q2 2014 and held it in 5 quarters. The position peaked at $56K in Q4 2018. 170 funds tracked by Wall St. Rank hold ADUS as of Q1 2019.

Next Financial Group reported no remaining Addus HomeCare position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 830 Addus HomeCare shares in Q1 2019, an estimated $56K.
Next Financial Group first reported a position in Addus HomeCare in Q2 2014 and held it in 5 quarters.
Next Financial Group's Addus HomeCare position peaked at $56K in Q4 2018.
170 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.