Next Financial Group’s C&F Financial CFFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-70	Closed	-$3K	–	803
2020 Q1	$3K	Buy	+70	New	+$3.24K	﹤0.01%	1815
2017 Q1	–	Sell	-530	Closed	-$26K	–	1925
2016 Q4	$26K	Hold	530	–	–	﹤0.01%	1248
2016 Q3	$23K	Buy	+530	New	+$23.3K	﹤0.01%	1289

Other funds holding CFFI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Next Financial Group's CFFI Position: Q2 2020 in Review

Next Financial Group sold out of C&F Financial (CFFI) in Q2 2020, closing a stake of 70 shares — an estimated $3K sold.

Next Financial Group first reported a position in CFFI in Q3 2016 and held it in 3 quarters. The position peaked at $26K in Q4 2016. 56 funds tracked by Wall St. Rank hold CFFI as of Q2 2020.

Next Financial Group reported no remaining C&F Financial position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 70 C&F Financial shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in C&F Financial in Q3 2016 and held it in 3 quarters.
Next Financial Group's C&F Financial position peaked at $26K in Q4 2016.
56 funds tracked by Wall St. Rank held C&F Financial as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.