Next Financial Group’s GraniteShares Gold Shares BAR Stock Holding History

Next Financial Group’s Portfolio BAR Stock Details BAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-20,742	Closed	-$305K	–	2354
2019 Q3	$305K	Buy	20,742 +3,633	+21%	+$53.4K	0.03%	493
2019 Q2	$241K	Buy	+17,109	New	+$223K	0.03%	593

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

CIA

CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Next Financial Group's BAR Position: Q4 2019 in Review

Next Financial Group sold out of GraniteShares Gold Shares (BAR) in Q4 2019, closing a stake of 20,742 shares — an estimated $305K sold.

Next Financial Group first reported a position in BAR in Q2 2019 and held it in 2 quarters. The position peaked at $305K in Q3 2019. 52 funds tracked by Wall St. Rank hold BAR as of Q4 2019.

Next Financial Group reported no remaining GraniteShares Gold Shares position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 20,742 GraniteShares Gold Shares shares in Q4 2019, an estimated $305K.
Next Financial Group first reported a position in GraniteShares Gold Shares in Q2 2019 and held it in 2 quarters.
Next Financial Group's GraniteShares Gold Shares position peaked at $305K in Q3 2019.
52 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.