NFG
APOL

Next Financial Group’s Apollo Education Group Inc Class A APOL Stock Holding History

Next Financial Group’s Portfolio APOL Stock Details APOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,600
Closed -$85K – 2516
2016
Q4 		$85K Sell
8,600
-400
-4% -$3.65K 0.01% 749
2016
Q3 		$72K Buy
9,000
+2,700
+43% +$23.5K 0.01% 782
2016
Q2 		$57K Buy
6,300
+1,200
+24% +$10.4K 0.02% 621
2016
Q1 		$41K Buy
5,100
+5,000
+5,000% +$39.8K 0.01% 685
2015
Q4 		$0 Hold
100
– – ﹤0.01% 2036
2015
Q3 		$1K Hold
100
– – ﹤0.01% 1787
2015
Q2 		$1K Hold
100
– – ﹤0.01% 1816
2015
Q1 		$1K Hold
100
– – ﹤0.01% 1823
2014
Q4 		$3K Sell
100
-100
-50% -$2.95K ﹤0.01% 1688
2014
Q3 		$5K Hold
200
– – ﹤0.01% 2095
2014
Q2 		$5K Buy
+200
New +$5.76K ﹤0.01% 951

Other funds holding APOL

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's APOL Position: Q1 2017 in Review

Next Financial Group sold out of Apollo Education Group Inc Class A (APOL) in Q1 2017, closing a stake of 8,600 shares — an estimated $85K sold.

Next Financial Group first reported a position in APOL in Q2 2014 and held it in 11 quarters. The position peaked at $85K in Q4 2016. 3 funds tracked by Wall St. Rank hold APOL as of Q1 2017.

  • Next Financial Group reported no remaining Apollo Education Group Inc Class A position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 8,600 Apollo Education Group Inc Class A shares in Q1 2017, an estimated $85K.
  • Next Financial Group first reported a position in Apollo Education Group Inc Class A in Q2 2014 and held it in 11 quarters.
  • Next Financial Group's Apollo Education Group Inc Class A position peaked at $85K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Apollo Education Group Inc Class A as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.