NFG
CECO icon

Next Financial Group’s Ceco Environmental CECO Stock Holding History

Next Financial Group’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$4K – 2150
2019
Q4 		$4K Sell
500
-12
-2% -$90 ﹤0.01% 2003
2019
Q3 		$4K Hold
512
– – ﹤0.01% 1939
2019
Q2 		$5K Buy
512
+500
+4,167% +$4.28K ﹤0.01% 1872
2019
Q1 		$0 Hold
12
– – ﹤0.01% 1684
2018
Q4 		$0 Buy
+12
New +$92 ﹤0.01% 1968

Other funds holding CECO

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIC
GFI Investment Counsel Toronto, Ontario, Canada $737M AUM 5.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Next Financial Group's CECO Position: Q1 2020 in Review

Next Financial Group sold out of Ceco Environmental (CECO) in Q1 2020, closing a stake of 500 shares — an estimated $4K sold.

Next Financial Group first reported a position in CECO in Q4 2018 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 89 funds tracked by Wall St. Rank hold CECO as of Q1 2020.

  • Next Financial Group reported no remaining Ceco Environmental position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 500 Ceco Environmental shares in Q1 2020, an estimated $4K.
  • Next Financial Group first reported a position in Ceco Environmental in Q4 2018 and held it in 5 quarters.
  • Next Financial Group's Ceco Environmental position peaked at $5K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held Ceco Environmental as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.