Next Financial Group’s AOL INC COMMON STOCK AOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-27	Closed	-$1.22K	–	2067
2015 Q1	$1K	Hold	27	–	–	﹤0.01%	1829
2014 Q4	$1K	Sell	27 -103	-79%	-$4.54K	﹤0.01%	1874
2014 Q3	$6K	Buy	130 +22	+20%	+$918	﹤0.01%	2025
2014 Q2	$5K	Buy	+108	New	+$4.25K	﹤0.01%	954

Other funds holding AOL

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

WAS

Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

IRF

IBM Retirement Fund Armonk, New York $72.1M AUM 12.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Next Financial Group's AOL Position: Q2 2015 in Review

Next Financial Group sold out of AOL INC COMMON STOCK (AOL) in Q2 2015, closing a stake of 27 shares — an estimated $1.22K sold.

Next Financial Group first reported a position in AOL in Q2 2014 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 11 funds tracked by Wall St. Rank hold AOL as of Q2 2015.

Next Financial Group reported no remaining AOL INC COMMON STOCK position as of Q2 2015 after selling out during the quarter.
Next Financial Group sold 27 AOL INC COMMON STOCK shares in Q2 2015, an estimated $1.22K.
Next Financial Group first reported a position in AOL INC COMMON STOCK in Q2 2014 and held it in 4 quarters.
Next Financial Group's AOL INC COMMON STOCK position peaked at $6K in Q3 2014.
11 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.