NFG
CEFL

Next Financial Group’s ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN CEFL Stock Holding History

Next Financial Group’s Portfolio CEFL Stock Details CEFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$2K – 2542
2016
Q4 		$2K Hold
100
– – ﹤0.01% 2241
2016
Q3 		$2K Buy
+100
New +$1.79K ﹤0.01% 2228

Other funds holding CEFL

ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return

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

Next Financial Group sold out of ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN (CEFL) in Q1 2017, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in CEFL in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 12 funds tracked by Wall St. Rank hold CEFL as of Q1 2017.

  • Next Financial Group reported no remaining ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 100 ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN shares in Q1 2017, an estimated $2K.
  • Next Financial Group first reported a position in ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN position peaked at $2K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN as of Q1 2017.

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