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Next Financial Group’s Compañía de Minas Buenaventura BVN Stock Holding History

Next Financial Group’s Portfolio BVN Stock Details BVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-682
Closed -$8K – 1917
2016
Q4 		$8K Hold
682
– – ﹤0.01% 1723
2016
Q3 		$9K Buy
+682
New +$9.54K ﹤0.01% 1678
2015
Q1 		– Sell
-535
Closed -$5K – 1846
2014
Q4 		$5K Buy
+535
New +$5.41K ﹤0.01% 1475

Other funds holding BVN

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's BVN Position: Q1 2017 in Review

Next Financial Group sold out of Compañía de Minas Buenaventura (BVN) in Q1 2017, closing a stake of 682 shares — an estimated $8K sold.

Next Financial Group first reported a position in BVN in Q4 2014 and held it in 3 quarters. The position peaked at $9K in Q3 2016. 174 funds tracked by Wall St. Rank hold BVN as of Q1 2017.

  • Next Financial Group reported no remaining Compañía de Minas Buenaventura position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 682 Compañía de Minas Buenaventura shares in Q1 2017, an estimated $8K.
  • Next Financial Group first reported a position in Compañía de Minas Buenaventura in Q4 2014 and held it in 3 quarters.
  • Next Financial Group's Compañía de Minas Buenaventura position peaked at $9K in Q3 2016.
  • 174 funds tracked by Wall St. Rank held Compañía de Minas Buenaventura as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.