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Next Financial Group’s Cabot Corp CBT Stock Holding History

Next Financial Group’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,589
Closed -$57K – 2348
2020
Q3 		$57K Buy
+1,589
New +$60.4K 0.01% 1060
2019
Q4 		– Sell
-100
Closed -$5K – 2370
2019
Q3 		$5K Hold
100
– – ﹤0.01% 1894
2019
Q2 		$5K Hold
100
– – ﹤0.01% 1871
2019
Q1 		$4K Hold
100
– – ﹤0.01% 1289
2018
Q4 		$4K Hold
100
– – ﹤0.01% 1585
2018
Q3 		$6K Buy
+100
New +$6.43K ﹤0.01% 1118

Other funds holding CBT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Next Financial Group's CBT Position: Q4 2020 in Review

Next Financial Group sold out of Cabot Corp (CBT) in Q4 2020, closing a stake of 1,589 shares — an estimated $57K sold.

Next Financial Group first reported a position in CBT in Q3 2018 and held it in 6 quarters. The position peaked at $57K in Q3 2020. 279 funds tracked by Wall St. Rank hold CBT as of Q4 2020.

  • Next Financial Group reported no remaining Cabot Corp position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 1,589 Cabot Corp shares in Q4 2020, an estimated $57K.
  • Next Financial Group first reported a position in Cabot Corp in Q3 2018 and held it in 6 quarters.
  • Next Financial Group's Cabot Corp position peaked at $57K in Q3 2020.
  • 279 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.