Next Financial Group’s Allient ALNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-63	Closed	-$1K	–	2338
2019 Q3	$1K	Hold	63	–	–	﹤0.01%	2189
2019 Q2	$2K	Buy	+63	New	+$1.51K	﹤0.01%	2090

Other funds holding ALNT

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

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

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

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

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Next Financial Group's ALNT Position: Q4 2019 in Review

Next Financial Group sold out of Allient (ALNT) in Q4 2019, closing a stake of 63 shares — an estimated $1K sold.

Next Financial Group first reported a position in ALNT in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 96 funds tracked by Wall St. Rank hold ALNT as of Q4 2019.

Next Financial Group reported no remaining Allient position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 63 Allient shares in Q4 2019, an estimated $1K.
Next Financial Group first reported a position in Allient in Q2 2019 and held it in 2 quarters.
Next Financial Group's Allient position peaked at $2K in Q2 2019.
96 funds tracked by Wall St. Rank held Allient as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.