Next Financial Group’s Global X MSCI China Consumer Discretionary ETF CHIQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-404	Closed	-$5K	–	1927
2016 Q4	$5K	Hold	404	–	–	﹤0.01%	1914
2016 Q3	$5K	Buy	+404	New	+$4.71K	﹤0.01%	1914
2015 Q4	–	Sell	-616	Closed	-$7K	–	1787
2015 Q3	$7K	Hold	616	–	–	﹤0.01%	1314
2015 Q2	$9K	Hold	616	–	–	﹤0.01%	1293
2015 Q1	$8K	Sell	616 -2,860	-82%	-$36.7K	﹤0.01%	1323
2014 Q4	$44K	Sell	3,476 -404	-10%	-$5.38K	0.01%	700
2014 Q3	$53K	Hold	3,880	–	–	0.01%	908
2014 Q2	$57K	Buy	+3,880	New	+$55.1K	0.03%	325

Other funds holding CHIQ

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Next Financial Group sold out of Global X MSCI China Consumer Discretionary ETF (CHIQ) in Q1 2017, closing a stake of 404 shares — an estimated $5K sold.

Next Financial Group first reported a position in CHIQ in Q2 2014 and held it in 8 quarters. The position peaked at $57K in Q2 2014. 17 funds tracked by Wall St. Rank hold CHIQ as of Q1 2017.

Next Financial Group reported no remaining Global X MSCI China Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 404 Global X MSCI China Consumer Discretionary ETF shares in Q1 2017, an estimated $5K.
Next Financial Group first reported a position in Global X MSCI China Consumer Discretionary ETF in Q2 2014 and held it in 8 quarters.
Next Financial Group's Global X MSCI China Consumer Discretionary ETF position peaked at $57K in Q2 2014.
17 funds tracked by Wall St. Rank held Global X MSCI China Consumer Discretionary ETF as of Q1 2017.

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