Next Financial Group’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$61K	Buy	363 +102	+39%	+$16.6K	﹤0.01%	1390
2021 Q3	$39K	Buy	261 +4	+2%	+$616	﹤0.01%	1516
2021 Q2	$39K	Buy	257 +4	+2%	+$635	﹤0.01%	1488
2021 Q1	$38K	Hold	253	–	–	﹤0.01%	1383
2020 Q4	$33K	Hold	253	–	–	﹤0.01%	1338
2020 Q3	$27K	Buy	+253	New	+$25.3K	﹤0.01%	1302
2020 Q2	–	Sell	-253	Closed	-$19K	–	800
2020 Q1	$19K	Buy	+253	New	+$25K	﹤0.01%	1285
2015 Q3	–	Sell	-3,615	Closed	-$259K	–	1827
2015 Q2	$259K	Sell	3,615 -250	-6%	-$16.6K	0.09%	239
2015 Q1	$215K	Sell	3,865 -300	-7%	-$17K	0.07%	296
2014 Q4	$250K	Buy	4,165 +4,146	+21,821%	+$242K	0.08%	260
2014 Q3	$1K	Hold	19	–	–	﹤0.01%	2400
2014 Q2	$1K	Buy	+19	New	+$1.15K	﹤0.01%	1124

Other funds holding CE

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Next Financial Group increased its Celanese (CE) stake by 39% in Q4 2021, buying an estimated $16.6K and bringing the position to 363 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Next Financial Group first reported a position in CE in Q2 2014 and has held it in 12 quarters since. The position peaked at $259K in Q2 2015. 712 funds tracked by Wall St. Rank hold CE as of Q4 2021.

Next Financial Group held 363 shares of Celanese worth $61K as of Q4 2021.
Next Financial Group bought 102 Celanese shares in Q4 2021, an estimated $16.6K.
Celanese made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1390 holding.
Next Financial Group first reported a position in Celanese in Q2 2014 and has held it in 12 quarters since.
Next Financial Group's Celanese position peaked at $259K in Q2 2015.
712 funds tracked by Wall St. Rank held Celanese as of Q4 2021.

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