Next Financial Group’s BrightView Holdings BV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,922	Closed	-$33K	–	2367
2019 Q3	$33K	Sell	1,922 -2,362	-55%	-$43.6K	﹤0.01%	1271
2019 Q2	$80K	Buy	+4,284	New	+$71.6K	0.01%	993

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Next Financial Group's BV Position: Q4 2019 in Review

Next Financial Group sold out of BrightView Holdings (BV) in Q4 2019, closing a stake of 1,922 shares — an estimated $33K sold.

Next Financial Group first reported a position in BV in Q2 2019 and held it in 2 quarters. The position peaked at $80K in Q2 2019. 93 funds tracked by Wall St. Rank hold BV as of Q4 2019.

Next Financial Group reported no remaining BrightView Holdings position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 1,922 BrightView Holdings shares in Q4 2019, an estimated $33K.
Next Financial Group first reported a position in BrightView Holdings in Q2 2019 and held it in 2 quarters.
Next Financial Group's BrightView Holdings position peaked at $80K in Q2 2019.
93 funds tracked by Wall St. Rank held BrightView Holdings as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.