NFG
ARR

Next Financial Group’s Armour Residential REIT ARR Stock Holding History

Next Financial Group’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11
Closed -$1K – 2737
2021
Q2 		$1K Hold
11
– – ﹤0.01% 2486
2021
Q1 		$1K Buy
11
+5
+83% +$293 ﹤0.01% 2370
2020
Q4 		$0 Buy
+6
New +$309 ﹤0.01% 2340
2020
Q1 		– Sell
-22
Closed -$2K – 2114
2019
Q4 		$2K Hold
22
– – ﹤0.01% 2136
2019
Q3 		$2K Hold
22
– – ﹤0.01% 2086
2019
Q2 		$2K Hold
22
– – ﹤0.01% 2093
2019
Q1 		$2K Hold
22
– – ﹤0.01% 1432
2018
Q4 		$2K Hold
22
– – ﹤0.01% 1721
2018
Q3 		$2K Buy
+22
New +$2.57K ﹤0.01% 1295
2017
Q4 		– Sell
-60
Closed -$8K – 332
2017
Q3 		$8K Buy
+60
New +$7.78K ﹤0.01% 1280
2017
Q1 		– Sell
-56
Closed -$6K – 1886
2016
Q4 		$6K Hold
56
– – ﹤0.01% 1841
2016
Q3 		$6K Buy
+56
New +$6.11K ﹤0.01% 1846
2015
Q3 		– Sell
-16
Closed -$1K – 1813
2015
Q2 		$1K Sell
16
-14
-47% -$1.7K ﹤0.01% 1746
2015
Q1 		$3K Sell
30
-106
-78% -$13.9K ﹤0.01% 1595
2014
Q4 		$20K Sell
136
-2,265
-94% -$353K 0.01% 974
2014
Q3 		$370K Sell
2,401
-4,331
-64% -$728K 0.07% 303
2014
Q2 		$1.14M Buy
+6,732
New +$1.15M 0.59% 38

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's ARR Position: Q3 2021 in Review

Next Financial Group sold out of Armour Residential REIT (ARR) in Q3 2021, closing a stake of 11 shares — an estimated $1K sold.

Next Financial Group first reported a position in ARR in Q2 2014 and held it in 17 quarters. The position peaked at $1.14M in Q2 2014. 138 funds tracked by Wall St. Rank hold ARR as of Q3 2021.

  • Next Financial Group reported no remaining Armour Residential REIT position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 11 Armour Residential REIT shares in Q3 2021, an estimated $1K.
  • Next Financial Group first reported a position in Armour Residential REIT in Q2 2014 and held it in 17 quarters.
  • Next Financial Group's Armour Residential REIT position peaked at $1.14M in Q2 2014.
  • 138 funds tracked by Wall St. Rank held Armour Residential REIT as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.