NFG
CMCSK

Next Financial Group’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Next Financial Group’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,305
Closed -$131K – 2073
2015
Q3 		$131K Hold
2,305
– – 0.05% 369
2015
Q2 		$138K Hold
2,305
– – 0.05% 387
2015
Q1 		$129K Hold
2,305
– – 0.04% 404
2014
Q4 		$133K Sell
2,305
-452
-16% -$26.1K 0.04% 378
2014
Q3 		$147K Sell
2,757
-2,082
-43% -$111K 0.03% 542
2014
Q2 		$258K Buy
+4,839
New +$258K 0.13% 131

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Next Financial Group's CMCSK Position: Q4 2015 in Review

Next Financial Group sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 2,305 shares — an estimated $131K sold.

Next Financial Group first reported a position in CMCSK in Q2 2014 and held it in 6 quarters. The position peaked at $258K in Q2 2014. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Next Financial Group reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 2,305 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $131K.
  • Next Financial Group first reported a position in COMCAST CORP SPL A (NEW) in Q2 2014 and held it in 6 quarters.
  • Next Financial Group's COMCAST CORP SPL A (NEW) position peaked at $258K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.