NFG
CFFN icon

Next Financial Group’s Capitol Federal Financial CFFN Stock Holding History

Next Financial Group’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-520
Closed -$6K – 1784
2015
Q3 		$6K Hold
520
– – ﹤0.01% 1360
2015
Q2 		$6K Sell
520
-830
-61% -$10.1K ﹤0.01% 1420
2015
Q1 		$16K Hold
1,350
– – 0.01% 1070
2014
Q4 		$17K Buy
1,350
+830
+160% +$10.4K 0.01% 1032
2014
Q3 		$6K Hold
520
– – ﹤0.01% 1967
2014
Q2 		$6K Buy
+520
New +$6.32K ﹤0.01% 872

Other funds holding CFFN

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's CFFN Position: Q4 2015 in Review

Next Financial Group sold out of Capitol Federal Financial (CFFN) in Q4 2015, closing a stake of 520 shares — an estimated $6K sold.

Next Financial Group first reported a position in CFFN in Q2 2014 and held it in 6 quarters. The position peaked at $17K in Q4 2014. 147 funds tracked by Wall St. Rank hold CFFN as of Q4 2015.

  • Next Financial Group reported no remaining Capitol Federal Financial position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 520 Capitol Federal Financial shares in Q4 2015, an estimated $6K.
  • Next Financial Group first reported a position in Capitol Federal Financial in Q2 2014 and held it in 6 quarters.
  • Next Financial Group's Capitol Federal Financial position peaked at $17K in Q4 2014.
  • 147 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.