Next Financial Group’s Beazer Homes USA BZH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,000	Closed	-$19K	–	407
2017 Q3	$19K	Hold	1,000	–	–	0.01%	990
2017 Q2	$14K	Hold	1,000	–	–	﹤0.01%	1199
2017 Q1	$12K	Hold	1,000	–	–	﹤0.01%	1199
2016 Q4	$13K	Hold	1,000	–	–	﹤0.01%	1530
2016 Q3	$12K	Hold	1,000	–	–	﹤0.01%	1573
2016 Q2	$7K	Hold	1,000	–	–	﹤0.01%	1309
2016 Q1	$8K	Sell	1,000 -775	-44%	-$6.44K	﹤0.01%	1225
2015 Q4	$20K	Hold	1,775	–	–	0.01%	911
2015 Q3	$23K	Sell	1,775 -25	-1%	-$436	0.01%	899
2015 Q2	$35K	Buy	1,800 +1,775	+7,100%	+$32.7K	0.01%	793
2015 Q1	$0	Hold	25	–	–	﹤0.01%	1849
2014 Q4	$0	Hold	25	–	–	﹤0.01%	1935
2014 Q3	$0	Hold	25	–	–	﹤0.01%	2504
2014 Q2	$0	Buy	+25	New	+$486	﹤0.01%	1210

Other funds holding BZH

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Next Financial Group's BZH Position: Q4 2017 in Review

Next Financial Group sold out of Beazer Homes USA (BZH) in Q4 2017, closing a stake of 1,000 shares — an estimated $19K sold.

Next Financial Group first reported a position in BZH in Q2 2014 and held it in 14 quarters. The position peaked at $35K in Q2 2015. 156 funds tracked by Wall St. Rank hold BZH as of Q4 2017.

Next Financial Group reported no remaining Beazer Homes USA position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 1,000 Beazer Homes USA shares in Q4 2017, an estimated $19K.
Next Financial Group first reported a position in Beazer Homes USA in Q2 2014 and held it in 14 quarters.
Next Financial Group's Beazer Homes USA position peaked at $35K in Q2 2015.
156 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.