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Next Financial Group’s American Vanguard Corp AVD Stock Holding History

Next Financial Group’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-120
Closed -$2K – 1899
2017
Q1 		$2K Buy
+120
New +$1.99K ﹤0.01% 1674

Other funds holding AVD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Next Financial Group's AVD Position: Q2 2017 in Review

Next Financial Group sold out of American Vanguard Corp (AVD) in Q2 2017, closing a stake of 120 shares — an estimated $2K sold.

Next Financial Group first reported a position in AVD in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 127 funds tracked by Wall St. Rank hold AVD as of Q2 2017.

  • Next Financial Group reported no remaining American Vanguard Corp position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 120 American Vanguard Corp shares in Q2 2017, an estimated $2K.
  • Next Financial Group first reported a position in American Vanguard Corp in Q1 2017 and held it in 1 quarter.
  • Next Financial Group's American Vanguard Corp position peaked at $2K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held American Vanguard Corp as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.