Next Financial Group’s Canadian Solar CSIQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-194	Closed	-$7K	–	2879
2021 Q3	$7K	Hold	194	–	–	﹤0.01%	2132
2021 Q2	$9K	Hold	194	–	–	﹤0.01%	2014
2021 Q1	$10K	Hold	194	–	–	﹤0.01%	1882
2020 Q4	$10K	Hold	194	–	–	﹤0.01%	1774
2020 Q3	$7K	Buy	+194	New	+$5.17K	﹤0.01%	1720
2020 Q1	–	Sell	-200	Closed	-$4K	–	2165
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	2005
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	1940
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	1931
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	1293
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	1656
2018 Q3	$3K	Buy	+200	New	+$2.75K	﹤0.01%	1237
2017 Q4	–	Sell	-200	Closed	-$3K	–	478
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	1527
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	1656
2017 Q1	$3K	Buy	+200	New	+$2.59K	﹤0.01%	1618
2014 Q4	–	Sell	-570	Closed	-$20K	–	1964
2014 Q3	$20K	Buy	+570	New	+$18.5K	﹤0.01%	1415

Other funds holding CSIQ

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.8B AUM 15.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Next Financial Group sold out of Canadian Solar (CSIQ) in Q4 2021, closing a stake of 194 shares — an estimated $7K sold.

Next Financial Group first reported a position in CSIQ in Q3 2014 and held it in 15 quarters. The position peaked at $20K in Q3 2014. 171 funds tracked by Wall St. Rank hold CSIQ as of Q4 2021.

Next Financial Group reported no remaining Canadian Solar position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 194 Canadian Solar shares in Q4 2021, an estimated $7K.
Next Financial Group first reported a position in Canadian Solar in Q3 2014 and held it in 15 quarters.
Next Financial Group's Canadian Solar position peaked at $20K in Q3 2014.
171 funds tracked by Wall St. Rank held Canadian Solar as of Q4 2021.

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