Next Financial Group’s Coeur Mining CDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$5K	Sell	800 -2,861	-78%	-$17.2K	﹤0.01%	2402
2021 Q3	$23K	Hold	3,661	–	–	﹤0.01%	1740
2021 Q2	$33K	Hold	3,661	–	–	﹤0.01%	1556
2021 Q1	$33K	Buy	+3,661	New	+$34K	﹤0.01%	1449
2020 Q1	–	Sell	-50	Closed	–	–	2147
2019 Q4	$0	Hold	50	–	–	﹤0.01%	2371
2019 Q3	$0	Hold	50	–	–	﹤0.01%	2314
2019 Q2	$0	Hold	50	–	–	﹤0.01%	2305
2019 Q1	$0	Hold	50	–	–	﹤0.01%	1682
2018 Q4	$0	Hold	50	–	–	﹤0.01%	1967
2018 Q3	$0	Buy	+50	New	+$323	﹤0.01%	1466
2017 Q3	–	Sell	-26	Closed	–	–	1763
2017 Q2	$0	Buy	+26	New	+$236	﹤0.01%	1908
2017 Q1	–	Sell	-76	Closed	-$1K	–	1923
2016 Q4	$1K	Hold	76	–	–	﹤0.01%	2260
2016 Q3	$1K	Buy	76 +50	+192%	+$684	﹤0.01%	2251
2016 Q2	$0	Hold	26	–	–	﹤0.01%	1745
2016 Q1	$0	Hold	26	–	–	﹤0.01%	1735
2015 Q4	$0	Hold	26	–	–	﹤0.01%	1782
2015 Q3	$0	Sell	26 -2,543	-99%	-$9.24K	﹤0.01%	1825
2015 Q2	$14K	Buy	+2,569	New	+$14.1K	﹤0.01%	1137
2014 Q4	–	Sell	-76	Closed	–	–	1939
2014 Q3	$0	Hold	76	–	–	﹤0.01%	2506
2014 Q2	$1K	Buy	+76	New	+$625	﹤0.01%	1123

Other funds holding CDE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Next Financial Group's CDE Position: Q4 2021 in Review

Next Financial Group reduced its Coeur Mining (CDE) stake by 78% in Q4 2021, selling an estimated $17.2K and leaving 800 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Next Financial Group first reported a position in CDE in Q2 2014 and has held it in 20 quarters since. The position peaked at $33K in Q2 2021. 211 funds tracked by Wall St. Rank hold CDE as of Q4 2021.

Next Financial Group held 800 shares of Coeur Mining worth $5K as of Q4 2021.
Next Financial Group sold 2,861 Coeur Mining shares in Q4 2021, an estimated $17.2K.
Coeur Mining made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2402 holding.
Next Financial Group first reported a position in Coeur Mining in Q2 2014 and has held it in 20 quarters since.
Next Financial Group's Coeur Mining position peaked at $33K in Q2 2021.
211 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.