Next Financial Group’s CEMIG Preferred Shares CIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-38,279	Closed	-$70K	–	2307
2019 Q1	$70K	Buy	+38,279	New	+$72.1K	0.02%	637
2017 Q4	–	Sell	-981	Closed	-$1K	–	444
2017 Q3	$1K	Hold	981	–	–	﹤0.01%	1672
2017 Q2	$1K	Hold	981	–	–	﹤0.01%	1816
2017 Q1	$1K	Sell	981 -1,589	-62%	-$2.47K	﹤0.01%	1781
2016 Q4	$3K	Hold	2,570	–	–	﹤0.01%	2062
2016 Q3	$3K	Buy	2,570 +1,589	+162%	+$2.19K	﹤0.01%	2054
2016 Q2	$1K	Buy	+981	New	+$897	﹤0.01%	1647
2014 Q4	–	Sell	-722	Closed	-$2K	–	1947
2014 Q3	$2K	Hold	722	–	–	﹤0.01%	2291
2014 Q2	$3K	Buy	+722	New	+$2.74K	﹤0.01%	1014

Other funds holding CIG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

PPA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Next Financial Group's CIG Position: Q2 2019 in Review

Next Financial Group sold out of CEMIG Preferred Shares (CIG) in Q2 2019, closing a stake of 38,279 shares — an estimated $70K sold.

Next Financial Group first reported a position in CIG in Q2 2014 and held it in 9 quarters. The position peaked at $70K in Q1 2019. 134 funds tracked by Wall St. Rank hold CIG as of Q2 2019.

Next Financial Group reported no remaining CEMIG Preferred Shares position as of Q2 2019 after selling out during the quarter.
Next Financial Group sold 38,279 CEMIG Preferred Shares shares in Q2 2019, an estimated $70K.
Next Financial Group first reported a position in CEMIG Preferred Shares in Q2 2014 and held it in 9 quarters.
Next Financial Group's CEMIG Preferred Shares position peaked at $70K in Q1 2019.
134 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2019.

Based on Next Financial Group's 13F filing for Q2 2019, filed 16 Jul 2019.