Next Financial Group’s Clearwater Paper CLW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	2305
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	2085
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	2129
2021 Q1	$8K	Buy	+200	New	+$7.98K	﹤0.01%	1941
2017 Q1	–	Sell	-46	Closed	-$3K	–	1931
2016 Q4	$3K	Hold	46	–	–	﹤0.01%	2064
2016 Q3	$3K	Buy	+46	New	+$2.91K	﹤0.01%	2056
2014 Q4	–	Sell	-118	Closed	-$7K	–	1953
2014 Q3	$7K	Hold	118	–	–	﹤0.01%	1916
2014 Q2	$8K	Buy	+118	New	+$7.37K	﹤0.01%	826

Other funds holding CLW

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

FSCM

First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Next Financial Group's CLW Position: Q4 2021 in Review

Next Financial Group held its Clearwater Paper (CLW) position steady in Q4 2021 at 200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Next Financial Group first reported a position in CLW in Q2 2014 and has held it in 8 quarters since. The position peaked at $8K in Q3 2021. 149 funds tracked by Wall St. Rank hold CLW as of Q4 2021.

Next Financial Group held 200 shares of Clearwater Paper worth $7K as of Q4 2021.
Next Financial Group left its Clearwater Paper share count unchanged in Q4 2021.
Clearwater Paper made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2305 holding.
Next Financial Group first reported a position in Clearwater Paper in Q2 2014 and has held it in 8 quarters since.
Next Financial Group's Clearwater Paper position peaked at $8K in Q3 2021.
149 funds tracked by Wall St. Rank held Clearwater Paper as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.