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Next Financial Group’s Choice Hotels CHH Stock Holding History

Next Financial Group’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17
Closed -$1K – 811
2020
Q1 		$1K Buy
+17
New +$1.54K ﹤0.01% 1995
2019
Q4 		– Sell
-123
Closed -$11K – 2373
2019
Q3 		$11K Buy
+123
New +$11K ﹤0.01% 1669

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Next Financial Group sold out of Choice Hotels (CHH) in Q2 2020, closing a stake of 17 shares — an estimated $1K sold.

Next Financial Group first reported a position in CHH in Q3 2019 and held it in 2 quarters. The position peaked at $11K in Q3 2019. 236 funds tracked by Wall St. Rank hold CHH as of Q2 2020.

  • Next Financial Group reported no remaining Choice Hotels position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 17 Choice Hotels shares in Q2 2020, an estimated $1K.
  • Next Financial Group first reported a position in Choice Hotels in Q3 2019 and held it in 2 quarters.
  • Next Financial Group's Choice Hotels position peaked at $11K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2020.

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