Next Financial Group’s ARC Document Solutions, Inc. ARC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,000	Closed	-$5K	–	2527
2016 Q4	$5K	Hold	1,000	–	–	﹤0.01%	1963
2016 Q3	$4K	Buy	+1,000	New	+$3.62K	﹤0.01%	2039

Other funds holding ARC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Next Financial Group sold out of ARC Document Solutions, Inc. (ARC) in Q1 2017, closing a stake of 1,000 shares — an estimated $5K sold.

Next Financial Group first reported a position in ARC in Q3 2016 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 101 funds tracked by Wall St. Rank hold ARC as of Q1 2017.

Next Financial Group reported no remaining ARC Document Solutions, Inc. position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 1,000 ARC Document Solutions, Inc. shares in Q1 2017, an estimated $5K.
Next Financial Group first reported a position in ARC Document Solutions, Inc. in Q3 2016 and held it in 2 quarters.
Next Financial Group's ARC Document Solutions, Inc. position peaked at $5K in Q4 2016.
101 funds tracked by Wall St. Rank held ARC Document Solutions, Inc. as of Q1 2017.

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