NFG
BABS

Next Financial Group’s SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF BABS Stock Holding History

Next Financial Group’s Portfolio BABS Stock Details BABS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-750
Closed -$46K – 2564
2014
Q3 		$46K Buy
+750
New +$45.8K 0.01% 991

Other funds holding BABS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's BABS Position: Q4 2014 in Review

Next Financial Group sold out of SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF (BABS) in Q4 2014, closing a stake of 750 shares — an estimated $46K sold.

Next Financial Group first reported a position in BABS in Q3 2014 and held it in 1 quarter. The position peaked at $46K in Q3 2014. 22 funds tracked by Wall St. Rank hold BABS as of Q4 2014.

  • Next Financial Group reported no remaining SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 750 SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF shares in Q4 2014, an estimated $46K.
  • Next Financial Group first reported a position in SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF position peaked at $46K in Q3 2014.
  • 22 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.