NFG
ASM

Next Financial Group’s Avino Silver & Gold Mines ASM Stock Holding History

Next Financial Group’s Portfolio ASM Stock Details ASM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,000
Closed -$4K – 1888
2016
Q4 		$4K Buy
+3,000
New +$5.13K ﹤0.01% 1973
2016
Q3 		– Sell
-2,000
Closed -$4K – 2363
2016
Q2 		$4K Buy
2,000
+1,000
+100% +$1.6K ﹤0.01% 1444
2016
Q1 		$1K Buy
+1,000
New +$950 ﹤0.01% 1607

Other funds holding ASM

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

Next Financial Group sold out of Avino Silver & Gold Mines (ASM) in Q1 2017, closing a stake of 3,000 shares — an estimated $4K sold.

Next Financial Group first reported a position in ASM in Q1 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 27 funds tracked by Wall St. Rank hold ASM as of Q1 2017.

  • Next Financial Group reported no remaining Avino Silver & Gold Mines position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 3,000 Avino Silver & Gold Mines shares in Q1 2017, an estimated $4K.
  • Next Financial Group first reported a position in Avino Silver & Gold Mines in Q1 2016 and held it in 3 quarters.
  • Next Financial Group's Avino Silver & Gold Mines position peaked at $4K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held Avino Silver & Gold Mines as of Q1 2017.

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