NFG
AMWD

Next Financial Group’s American Woodmark AMWD Stock Holding History

Next Financial Group’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-124
Closed -$5K – 1902
2014
Q3 		$5K Hold
124
– – ﹤0.01% 2034
2014
Q2 		$4K Buy
+124
New +$3.79K ﹤0.01% 962

Other funds holding AMWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Next Financial Group sold out of American Woodmark (AMWD) in Q4 2014, closing a stake of 124 shares — an estimated $5K sold.

Next Financial Group first reported a position in AMWD in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q3 2014. 131 funds tracked by Wall St. Rank hold AMWD as of Q4 2014.

  • Next Financial Group reported no remaining American Woodmark position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 124 American Woodmark shares in Q4 2014, an estimated $5K.
  • Next Financial Group first reported a position in American Woodmark in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's American Woodmark position peaked at $5K in Q3 2014.
  • 131 funds tracked by Wall St. Rank held American Woodmark as of Q4 2014.

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