NFG
CSP

Next Financial Group’s AMER STRATEGIC INCM PTFL-III CSP Stock Holding History

Next Financial Group’s Portfolio CSP Stock Details CSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-2,885
Closed -$21K – 2637
2014
Q2 		$21K Buy
+2,885
New +$20.8K 0.01% 592

Next Financial Group's CSP Position: Q3 2014 in Review

Next Financial Group sold out of AMER STRATEGIC INCM PTFL-III (CSP) in Q3 2014, closing a stake of 2,885 shares — an estimated $21K sold.

Next Financial Group first reported a position in CSP in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 0 funds tracked by Wall St. Rank hold CSP as of Q3 2014.

  • Next Financial Group reported no remaining AMER STRATEGIC INCM PTFL-III position as of Q3 2014 after selling out during the quarter.
  • Next Financial Group sold 2,885 AMER STRATEGIC INCM PTFL-III shares in Q3 2014, an estimated $21K.
  • Next Financial Group first reported a position in AMER STRATEGIC INCM PTFL-III in Q2 2014 and held it in 1 quarter.
  • Next Financial Group's AMER STRATEGIC INCM PTFL-III position peaked at $21K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held AMER STRATEGIC INCM PTFL-III as of Q3 2014.

Based on Next Financial Group's 13F filing for Q3 2014, filed 23 Oct 2014.