Next Financial Group’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-75	Closed	-$1K	–	2362
2016 Q4	$1K	Sell	75 -25	-25%	-$245	﹤0.01%	2332
2016 Q3	$1K	Buy	+100	New	+$1.48K	﹤0.01%	2325
2014 Q4	–	Sell	-100	Closed	-$21K	–	2426
2014 Q3	$21K	Hold	100	–	–	﹤0.01%	1396
2014 Q2	$24K	Buy	+100	New	+$34.3K	0.01%	542

Other funds holding CGRN

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

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

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

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

SCM

Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Next Financial Group sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q1 2017, closing a stake of 75 shares — an estimated $1K sold.

Next Financial Group first reported a position in CGRN in Q2 2014 and held it in 4 quarters. The position peaked at $24K in Q2 2014. 33 funds tracked by Wall St. Rank hold CGRN as of Q1 2017.

Next Financial Group reported no remaining Capstone Green Energy Corporation Common Stock position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 75 Capstone Green Energy Corporation Common Stock shares in Q1 2017, an estimated $1K.
Next Financial Group first reported a position in Capstone Green Energy Corporation Common Stock in Q2 2014 and held it in 4 quarters.
Next Financial Group's Capstone Green Energy Corporation Common Stock position peaked at $24K in Q2 2014.
33 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q1 2017.

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