NFG
CEO

Next Financial Group’s CNOOC Limited CEO Stock Holding History

Next Financial Group’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed -$1K – 2698
2020
Q4 		$1K Hold
16
– – ﹤0.01% 2334
2020
Q3 		$2K Buy
+16
New +$1.76K ﹤0.01% 2075
2020
Q2 		– Sell
-6
Closed -$1K – 2168
2020
Q1 		$1K Buy
+6
New +$853 ﹤0.01% 2087
2017
Q4 		– Sell
-2
Closed – – 1761
2017
Q3 		$0 Hold
2
– – ﹤0.01% 2057
2017
Q2 		$0 Buy
+2
New +$230 ﹤0.01% 2051
2017
Q1 		– Sell
-32
Closed -$4K – 2540
2016
Q4 		$4K Hold
32
– – ﹤0.01% 2050
2016
Q3 		$4K Hold
32
– – ﹤0.01% 2043
2016
Q2 		$3K Hold
32
– – ﹤0.01% 1557
2016
Q1 		$3K Hold
32
– – ﹤0.01% 1511
2015
Q4 		$3K Sell
32
-50
-61% -$5.53K ﹤0.01% 1563
2015
Q3 		$8K Hold
82
– – ﹤0.01% 1307
2015
Q2 		$11K Buy
82
+50
+156% +$7.9K ﹤0.01% 1247
2015
Q1 		$4K Hold
32
– – ﹤0.01% 1585
2014
Q4 		$4K Sell
32
-53
-62% -$7.94K ﹤0.01% 1617
2014
Q3 		$15K Buy
85
+53
+166% +$9.78K ﹤0.01% 1587
2014
Q2 		$6K Buy
+32
New +$5.42K ﹤0.01% 905

Other funds holding CEO

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Next Financial Group's CEO Position: Q1 2021 in Review

Next Financial Group sold out of CNOOC Limited (CEO) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Next Financial Group first reported a position in CEO in Q2 2014 and held it in 16 quarters. The position peaked at $15K in Q3 2014. 8 funds tracked by Wall St. Rank hold CEO as of Q1 2021.

  • Next Financial Group reported no remaining CNOOC Limited position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 16 CNOOC Limited shares in Q1 2021, an estimated $1K.
  • Next Financial Group first reported a position in CNOOC Limited in Q2 2014 and held it in 16 quarters.
  • Next Financial Group's CNOOC Limited position peaked at $15K in Q3 2014.
  • 8 funds tracked by Wall St. Rank held CNOOC Limited as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.