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Next Financial Group’s Barron's 400 ETF BFOR Stock Holding History

Next Financial Group’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,204
Closed -$18K – 1819
2015
Q2 		$18K Buy
+2,204
New +$18.5K 0.01% 1039

Other funds holding BFOR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Next Financial Group's BFOR Position: Q3 2015 in Review

Next Financial Group sold out of Barron's 400 ETF (BFOR) in Q3 2015, closing a stake of 2,204 shares — an estimated $18K sold.

Next Financial Group first reported a position in BFOR in Q2 2015 and held it in 1 quarter. The position peaked at $18K in Q2 2015. 20 funds tracked by Wall St. Rank hold BFOR as of Q3 2015.

  • Next Financial Group reported no remaining Barron's 400 ETF position as of Q3 2015 after selling out during the quarter.
  • Next Financial Group sold 2,204 Barron's 400 ETF shares in Q3 2015, an estimated $18K.
  • Next Financial Group first reported a position in Barron's 400 ETF in Q2 2015 and held it in 1 quarter.
  • Next Financial Group's Barron's 400 ETF position peaked at $18K in Q2 2015.
  • 20 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.