NFG
BELFB

Next Financial Group’s Bel Fuse Inc Class B BELFB Stock Holding History

Next Financial Group’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,543
Closed -$32K – 2130
2019
Q4 		$32K Buy
1,543
+552
+56% +$9.07K ﹤0.01% 1362
2019
Q3 		$15K Buy
+991
New +$13.7K ﹤0.01% 1544

Other funds holding BELFB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's BELFB Position: Q1 2020 in Review

Next Financial Group sold out of Bel Fuse Inc Class B (BELFB) in Q1 2020, closing a stake of 1,543 shares — an estimated $32K sold.

Next Financial Group first reported a position in BELFB in Q3 2019 and held it in 2 quarters. The position peaked at $32K in Q4 2019. 89 funds tracked by Wall St. Rank hold BELFB as of Q1 2020.

  • Next Financial Group reported no remaining Bel Fuse Inc Class B position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 1,543 Bel Fuse Inc Class B shares in Q1 2020, an estimated $32K.
  • Next Financial Group first reported a position in Bel Fuse Inc Class B in Q3 2019 and held it in 2 quarters.
  • Next Financial Group's Bel Fuse Inc Class B position peaked at $32K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.