NFG
AF

Next Financial Group’s Astoria Financial Corporation AF Stock Holding History

Next Financial Group’s Portfolio AF Stock Details AF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$4K – 2556
2016
Q3 		$4K Buy
+300
New +$4.48K ﹤0.01% 2032
2014
Q4 		– Sell
-300
Closed -$4K – 2538
2014
Q3 		$4K Hold
300
– – ﹤0.01% 2189
2014
Q2 		$4K Buy
+300
New +$3.98K ﹤0.01% 999

Other funds holding AF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's AF Position: Q4 2016 in Review

Next Financial Group sold out of Astoria Financial Corporation (AF) in Q4 2016, closing a stake of 300 shares — an estimated $4K sold.

Next Financial Group first reported a position in AF in Q2 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2016. 171 funds tracked by Wall St. Rank hold AF as of Q4 2016.

  • Next Financial Group reported no remaining Astoria Financial Corporation position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 300 Astoria Financial Corporation shares in Q4 2016, an estimated $4K.
  • Next Financial Group first reported a position in Astoria Financial Corporation in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's Astoria Financial Corporation position peaked at $4K in Q3 2016.
  • 171 funds tracked by Wall St. Rank held Astoria Financial Corporation as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.