NFG
BAL

Next Financial Group’s iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 BAL Stock Holding History

Next Financial Group’s Portfolio BAL Stock Details BAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6
Closed – – 2093
2014
Q4 		$0 Hold
6
– – ﹤0.01% 2733
2014
Q3 		$0 Hold
6
– – ﹤0.01% 2665
2014
Q2 		$0 Buy
+6
New +$330 ﹤0.01% 1275

Other funds holding BAL

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Next Financial Group's BAL Position: Q1 2015 in Review

Next Financial Group sold out of iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 (BAL) in Q1 2015, closing a stake of 6 shares.

Next Financial Group first reported a position in BAL in Q2 2014 and held it in 3 quarters. The position peaked at $0 in Q4 2014. 14 funds tracked by Wall St. Rank hold BAL as of Q1 2015.

  • Next Financial Group reported no remaining iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 6 iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 shares in Q1 2015.
  • Next Financial Group first reported a position in iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 position peaked at $0 in Q4 2014.
  • 14 funds tracked by Wall St. Rank held iPath Bloomberg Cotton Subindex Total Return ETN due June 24, 2038 as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.