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Next Financial Group’s BayCom BCML Stock Holding History

Next Financial Group’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-133
Closed -$2K – 716
2020
Q1 		$2K Hold
133
– – ﹤0.01% 1899
2019
Q4 		$3K Hold
133
– – ﹤0.01% 2060
2019
Q3 		$3K Hold
133
– – ﹤0.01% 1991
2019
Q2 		$3K Hold
133
– – ﹤0.01% 1988
2019
Q1 		$3K Buy
+133
New +$2.96K ﹤0.01% 1351

Other funds holding BCML

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's BCML Position: Q2 2020 in Review

Next Financial Group sold out of BayCom (BCML) in Q2 2020, closing a stake of 133 shares — an estimated $2K sold.

Next Financial Group first reported a position in BCML in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 69 funds tracked by Wall St. Rank hold BCML as of Q2 2020.

  • Next Financial Group reported no remaining BayCom position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 133 BayCom shares in Q2 2020, an estimated $2K.
  • Next Financial Group first reported a position in BayCom in Q1 2019 and held it in 5 quarters.
  • Next Financial Group's BayCom position peaked at $3K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held BayCom as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.