Next Financial Group’s Carbonite Inc CARB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,847	Closed	-$44K	–	2594
2019 Q3	$44K	Buy	+2,847	New	+$50.7K	﹤0.01%	1185
2017 Q3	–	Sell	-550	Closed	-$12K	–	2008
2017 Q2	$12K	Sell	550 -900	-62%	-$18.5K	﹤0.01%	1270
2017 Q1	$31K	Buy	+1,450	New	+$27.2K	0.01%	899
2014 Q4	–	Sell	-800	Closed	-$8K	–	2482
2014 Q3	$8K	Buy	+800	New	+$8.7K	﹤0.01%	1895

Other funds holding CARB

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

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

Next Financial Group sold out of Carbonite Inc (CARB) in Q4 2019, closing a stake of 2,847 shares — an estimated $44K sold.

Next Financial Group first reported a position in CARB in Q3 2014 and held it in 4 quarters. The position peaked at $44K in Q3 2019. 2 funds tracked by Wall St. Rank hold CARB as of Q4 2019.

Next Financial Group reported no remaining Carbonite Inc position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 2,847 Carbonite Inc shares in Q4 2019, an estimated $44K.
Next Financial Group first reported a position in Carbonite Inc in Q3 2014 and held it in 4 quarters.
Next Financial Group's Carbonite Inc position peaked at $44K in Q3 2019.
2 funds tracked by Wall St. Rank held Carbonite Inc as of Q4 2019.

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