NFG
BTF

Next Financial Group’s BOULDER TOTAL RETURN FD INC BTF Stock Holding History

Next Financial Group’s Portfolio BTF Stock Details BTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-850
Closed -$22K – 2631
2014
Q3 		$22K Hold
850
– – ﹤0.01% 1370
2014
Q2 		$21K Buy
+850
New +$21.1K 0.01% 590

Other funds holding BTF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's BTF Position: Q4 2014 in Review

Next Financial Group sold out of BOULDER TOTAL RETURN FD INC (BTF) in Q4 2014, closing a stake of 850 shares — an estimated $22K sold.

Next Financial Group first reported a position in BTF in Q2 2014 and held it in 2 quarters. The position peaked at $22K in Q3 2014. 41 funds tracked by Wall St. Rank hold BTF as of Q4 2014.

  • Next Financial Group reported no remaining BOULDER TOTAL RETURN FD INC position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 850 BOULDER TOTAL RETURN FD INC shares in Q4 2014, an estimated $22K.
  • Next Financial Group first reported a position in BOULDER TOTAL RETURN FD INC in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's BOULDER TOTAL RETURN FD INC position peaked at $22K in Q3 2014.
  • 41 funds tracked by Wall St. Rank held BOULDER TOTAL RETURN FD INC as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.