NFG
CELP

Next Financial Group’s Cypress Environmental Partners, L.P. CELP Stock Holding History

Next Financial Group’s Portfolio CELP Stock Details CELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-700
Closed -$6K – 2540
2019
Q4 		$6K Buy
+700
New +$6.44K ﹤0.01% 1947

Other funds holding CELP

APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Next Financial Group sold out of Cypress Environmental Partners, L.P. (CELP) in Q1 2020, closing a stake of 700 shares — an estimated $6K sold.

Next Financial Group first reported a position in CELP in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 13 funds tracked by Wall St. Rank hold CELP as of Q1 2020.

  • Next Financial Group reported no remaining Cypress Environmental Partners, L.P. position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 700 Cypress Environmental Partners, L.P. shares in Q1 2020, an estimated $6K.
  • Next Financial Group first reported a position in Cypress Environmental Partners, L.P. in Q4 2019 and held it in 1 quarter.
  • Next Financial Group's Cypress Environmental Partners, L.P. position peaked at $6K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q1 2020.

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