NFG
BKW

Next Financial Group’s BURGER KING WORLDWIDE BKW Stock Holding History

Next Financial Group’s Portfolio BKW Stock Details BKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$5K – 2634
2014
Q2 		$5K Buy
+200
New +$5.19K ﹤0.01% 955

Other funds holding BKW

PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Next Financial Group's BKW Position: Q3 2014 in Review

Next Financial Group sold out of BURGER KING WORLDWIDE (BKW) in Q3 2014, closing a stake of 200 shares — an estimated $5K sold.

Next Financial Group first reported a position in BKW in Q2 2014 and held it in 1 quarter. The position peaked at $5K in Q2 2014. 165 funds tracked by Wall St. Rank hold BKW as of Q3 2014.

  • Next Financial Group reported no remaining BURGER KING WORLDWIDE position as of Q3 2014 after selling out during the quarter.
  • Next Financial Group sold 200 BURGER KING WORLDWIDE shares in Q3 2014, an estimated $5K.
  • Next Financial Group first reported a position in BURGER KING WORLDWIDE in Q2 2014 and held it in 1 quarter.
  • Next Financial Group's BURGER KING WORLDWIDE position peaked at $5K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held BURGER KING WORLDWIDE as of Q3 2014.

Based on Next Financial Group's 13F filing for Q3 2014, filed 23 Oct 2014.