NFG
CBB

Next Financial Group’s Cincinnati Bell Inc. CBB Stock Holding History

Next Financial Group’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-50
Closed -$1K – 2539
2016
Q4 		$1K Hold
50
– – ﹤0.01% 2356
2016
Q3 		$1K Buy
+50
New +$1.11K ﹤0.01% 2352
2014
Q4 		– Sell
-100
Closed -$2K – 2694
2014
Q3 		$2K Sell
100
-50
-33% -$941 ﹤0.01% 2382
2014
Q2 		$3K Buy
+150
New +$2.74K ﹤0.01% 1045

Other funds holding CBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 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

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

Next Financial Group sold out of Cincinnati Bell Inc. (CBB) in Q1 2017, closing a stake of 50 shares — an estimated $1K sold.

Next Financial Group first reported a position in CBB in Q2 2014 and held it in 4 quarters. The position peaked at $3K in Q2 2014. 122 funds tracked by Wall St. Rank hold CBB as of Q1 2017.

  • Next Financial Group reported no remaining Cincinnati Bell Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 50 Cincinnati Bell Inc. shares in Q1 2017, an estimated $1K.
  • Next Financial Group first reported a position in Cincinnati Bell Inc. in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's Cincinnati Bell Inc. position peaked at $3K in Q2 2014.
  • 122 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q1 2017.

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