Next Financial Group’s Chunghwa Telecom CHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-160	Closed	-$6K	–	1686
2018 Q4	$6K	Hold	160	–	–	﹤0.01%	1484
2018 Q3	$6K	Buy	+160	New	+$5.63K	﹤0.01%	1119
2017 Q4	–	Sell	-160	Closed	-$5K	–	439
2017 Q3	$5K	Hold	160	–	–	﹤0.01%	1410
2017 Q2	$6K	Hold	160	–	–	﹤0.01%	1482
2017 Q1	$5K	Hold	160	–	–	﹤0.01%	1498
2016 Q4	$5K	Hold	160	–	–	﹤0.01%	1915
2016 Q3	$6K	Buy	+160	New	+$5.8K	﹤0.01%	1850
2016 Q1	–	Sell	-651	Closed	-$19K	–	1740
2015 Q4	$19K	Hold	651	–	–	0.01%	936
2015 Q3	$19K	Hold	651	–	–	0.01%	962
2015 Q2	$20K	Hold	651	–	–	0.01%	995
2015 Q1	$20K	Hold	651	–	–	0.01%	989
2014 Q4	$19K	Hold	651	–	–	0.01%	993
2014 Q3	$20K	Hold	651	–	–	﹤0.01%	1413
2014 Q2	$20K	Buy	+651	New	+$20.5K	0.01%	594

Other funds holding CHT

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's CHT Position: Q1 2019 in Review

Next Financial Group sold out of Chunghwa Telecom (CHT) in Q1 2019, closing a stake of 160 shares — an estimated $6K sold.

Next Financial Group first reported a position in CHT in Q2 2014 and held it in 14 quarters. The position peaked at $20K in Q2 2015. 113 funds tracked by Wall St. Rank hold CHT as of Q1 2019.

Next Financial Group reported no remaining Chunghwa Telecom position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 160 Chunghwa Telecom shares in Q1 2019, an estimated $6K.
Next Financial Group first reported a position in Chunghwa Telecom in Q2 2014 and held it in 14 quarters.
Next Financial Group's Chunghwa Telecom position peaked at $20K in Q2 2015.
113 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.