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Next Financial Group’s Ares Management ARES Stock Holding History

Next Financial Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-139
Closed -$4K – 2345
2019
Q3 		$4K Sell
139
-39
-22% -$1.11K ﹤0.01% 1936
2019
Q2 		$5K Hold
178
– – ﹤0.01% 1868
2019
Q1 		$4K Sell
178
-1,265
-88% -$27.6K ﹤0.01% 1285
2018
Q4 		$26K Buy
+1,443
New +$30.3K 0.01% 1003

Other funds holding ARES

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Next Financial Group's ARES Position: Q4 2019 in Review

Next Financial Group sold out of Ares Management (ARES) in Q4 2019, closing a stake of 139 shares — an estimated $4K sold.

Next Financial Group first reported a position in ARES in Q4 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 175 funds tracked by Wall St. Rank hold ARES as of Q4 2019.

  • Next Financial Group reported no remaining Ares Management position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 139 Ares Management shares in Q4 2019, an estimated $4K.
  • Next Financial Group first reported a position in Ares Management in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Ares Management position peaked at $26K in Q4 2018.
  • 175 funds tracked by Wall St. Rank held Ares Management as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.