Next Financial Group’s Carnival PLC CUK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,095	Closed	-$53K	–	2169
2019 Q4	$53K	Buy	+1,095	New	+$46.3K	0.01%	1166

Other funds holding CUK

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

PPA

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Next Financial Group's CUK Position: Q1 2020 in Review

Next Financial Group sold out of Carnival PLC (CUK) in Q1 2020, closing a stake of 1,095 shares — an estimated $53K sold.

Next Financial Group first reported a position in CUK in Q4 2019 and held it in 1 quarter. The position peaked at $53K in Q4 2019. 89 funds tracked by Wall St. Rank hold CUK as of Q1 2020.

Next Financial Group reported no remaining Carnival PLC position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 1,095 Carnival PLC shares in Q1 2020, an estimated $53K.
Next Financial Group first reported a position in Carnival PLC in Q4 2019 and held it in 1 quarter.
Next Financial Group's Carnival PLC position peaked at $53K in Q4 2019.
89 funds tracked by Wall St. Rank held Carnival PLC as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.