NFG
ALTV

Next Financial Group’s Alteva ALTV Stock Holding History

Next Financial Group’s Portfolio ALTV Stock Details ALTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-800
Closed -$6K – 2593
2014
Q3 		$6K Hold
800
– – ﹤0.01% 2022
2014
Q2 		$5K Buy
+800
New +$5.55K ﹤0.01% 952

Other funds holding ALTV

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Next Financial Group sold out of Alteva (ALTV) in Q4 2014, closing a stake of 800 shares — an estimated $6K sold.

Next Financial Group first reported a position in ALTV in Q2 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 25 funds tracked by Wall St. Rank hold ALTV as of Q4 2014.

  • Next Financial Group reported no remaining Alteva position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 800 Alteva shares in Q4 2014, an estimated $6K.
  • Next Financial Group first reported a position in Alteva in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's Alteva position peaked at $6K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held Alteva as of Q4 2014.

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