Next Financial Group’s BRT Apartments BRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-150	Closed	-$3K	–	2141
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	2062
2019 Q3	$2K	Hold	150	–	–	﹤0.01%	2090
2019 Q2	$2K	Hold	150	–	–	﹤0.01%	2097
2019 Q1	$2K	Buy	+150	New	+$1.97K	﹤0.01%	1434

Other funds holding BRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAM

Martingale Asset Management Boston, Massachusetts $3.99B AUM 22.65% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Next Financial Group sold out of BRT Apartments (BRT) in Q1 2020, closing a stake of 150 shares — an estimated $3K sold.

Next Financial Group first reported a position in BRT in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 79 funds tracked by Wall St. Rank hold BRT as of Q1 2020.

Next Financial Group reported no remaining BRT Apartments position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 150 BRT Apartments shares in Q1 2020, an estimated $3K.
Next Financial Group first reported a position in BRT Apartments in Q1 2019 and held it in 4 quarters.
Next Financial Group's BRT Apartments position peaked at $3K in Q4 2019.
79 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2020.

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