Next Financial Group’s Cascade Bancorp CACB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-200
Closed -$1K 2041
2017
Q1
$1K Hold
200
﹤0.01% 1855
2016
Q4
$2K Hold
200
﹤0.01% 2237
2016
Q3
$1K Hold
200
﹤0.01% 2346
2016
Q2
$1K Hold
200
﹤0.01% 1717
2016
Q1
$1K Hold
200
﹤0.01% 1696
2015
Q4
$1K Hold
200
﹤0.01% 1744
2015
Q3
$1K Buy
+200
New +$1.07K ﹤0.01% 1785
2014
Q4
Sell
-1,800
Closed -$9K 2544
2014
Q3
$9K Sell
1,800
-100
-5% -$525 ﹤0.01% 1834
2014
Q2
$10K Buy
+1,900
New +$9.11K 0.01% 797

Next Financial Group's CACB Position: Q2 2017 in Review

Next Financial Group sold out of Cascade Bancorp (CACB) in Q2 2017, closing a stake of 200 shares — an estimated $1K sold.

Next Financial Group first reported a position in CACB in Q2 2014 and held it in 9 quarters. The position peaked at $10K in Q2 2014. 0 funds tracked by Wall St. Rank hold CACB as of Q2 2017.

  • Next Financial Group reported no remaining Cascade Bancorp position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 200 Cascade Bancorp shares in Q2 2017, an estimated $1K.
  • Next Financial Group first reported a position in Cascade Bancorp in Q2 2014 and held it in 9 quarters.
  • Next Financial Group's Cascade Bancorp position peaked at $10K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held Cascade Bancorp as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.