Next Financial Group’s AMREIT INC NEW COM STK AMRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-6,390
Closed -$170K 2065
2014
Q4
$170K Hold
6,390
0.06% 331
2014
Q3
$147K Hold
6,390
0.03% 541
2014
Q2
$150K Buy
+6,390
New +$110K 0.08% 183

Next Financial Group's AMRE Position: Q1 2015 in Review

Next Financial Group sold out of AMREIT INC NEW COM STK (AMRE) in Q1 2015, closing a stake of 6,390 shares — an estimated $170K sold.

Next Financial Group first reported a position in AMRE in Q2 2014 and held it in 3 quarters. The position peaked at $170K in Q4 2014. 0 funds tracked by Wall St. Rank hold AMRE as of Q1 2015.

  • Next Financial Group reported no remaining AMREIT INC NEW COM STK position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 6,390 AMREIT INC NEW COM STK shares in Q1 2015, an estimated $170K.
  • Next Financial Group first reported a position in AMREIT INC NEW COM STK in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's AMREIT INC NEW COM STK position peaked at $170K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held AMREIT INC NEW COM STK as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.