NFG
CBM

Next Financial Group’s Cambrex Corporation CBM Stock Holding History

Next Financial Group’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-120
Closed -$6K – 2425
2016
Q4 		$6K Hold
120
– – ﹤0.01% 1889
2016
Q3 		$5K Hold
120
– – ﹤0.01% 1957
2016
Q2 		$6K Hold
120
– – ﹤0.01% 1387
2016
Q1 		$5K Hold
120
– – ﹤0.01% 1392
2015
Q4 		$5K Hold
120
– – ﹤0.01% 1410
2015
Q3 		$4K Buy
+120
New +$5.61K ﹤0.01% 1514

Other funds holding CBM

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Next Financial Group sold out of Cambrex Corporation (CBM) in Q1 2017, closing a stake of 120 shares — an estimated $6K sold.

Next Financial Group first reported a position in CBM in Q3 2015 and held it in 6 quarters. The position peaked at $6K in Q4 2016. 255 funds tracked by Wall St. Rank hold CBM as of Q1 2017.

  • Next Financial Group reported no remaining Cambrex Corporation position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 120 Cambrex Corporation shares in Q1 2017, an estimated $6K.
  • Next Financial Group first reported a position in Cambrex Corporation in Q3 2015 and held it in 6 quarters.
  • Next Financial Group's Cambrex Corporation position peaked at $6K in Q4 2016.
  • 255 funds tracked by Wall St. Rank held Cambrex Corporation as of Q1 2017.

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