NFG
BTM

Next Financial Group’s OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) BTM Stock Holding History

Next Financial Group’s Portfolio BTM Stock Details BTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,008
Closed -$1K – 2679
2014
Q3 		$1K Buy
+1,008
New +$1K ﹤0.01% 2489

Other funds holding BTM

CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

Next Financial Group sold out of OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) (BTM) in Q4 2014, closing a stake of 1,008 shares — an estimated $1K sold.

Next Financial Group first reported a position in BTM in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 3 funds tracked by Wall St. Rank hold BTM as of Q4 2014.

  • Next Financial Group reported no remaining OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 1,008 OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) shares in Q4 2014, an estimated $1K.
  • Next Financial Group first reported a position in OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) position peaked at $1K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA) as of Q4 2014.

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