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Next Financial Group’s Cenovus Energy CVE Stock Holding History

Next Financial Group’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-64
Closed -$1K – 2170
2019
Q4 		$1K Buy
+64
New +$580 ﹤0.01% 2260
2017
Q4 		– Sell
-400
Closed -$4K – 487
2017
Q3 		$4K Buy
+400
New +$3.27K ﹤0.01% 1472
2016
Q2 		– Sell
-50
Closed – – 1758
2016
Q1 		$0 Hold
50
– – ﹤0.01% 1752
2015
Q4 		$0 Sell
50
-100
-67% -$1.48K ﹤0.01% 1800
2015
Q3 		$2K Sell
150
-100
-40% -$1.41K ﹤0.01% 1606
2015
Q2 		$4K Sell
250
-800
-76% -$13.9K ﹤0.01% 1519
2015
Q1 		$17K Sell
1,050
-600
-36% -$11.1K 0.01% 1045
2014
Q4 		$34K Sell
1,650
-250
-13% -$5.76K 0.01% 796
2014
Q3 		$51K Sell
1,900
-50
-3% -$1.53K 0.01% 933
2014
Q2 		$60K Buy
+1,950
New +$58K 0.03% 314

Other funds holding CVE

C
ConocoPhillips Houston, Texas $1.12B AUM 103.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Next Financial Group sold out of Cenovus Energy (CVE) in Q1 2020, closing a stake of 64 shares — an estimated $1K sold.

Next Financial Group first reported a position in CVE in Q2 2014 and held it in 10 quarters. The position peaked at $60K in Q2 2014. 249 funds tracked by Wall St. Rank hold CVE as of Q1 2020.

  • Next Financial Group reported no remaining Cenovus Energy position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 64 Cenovus Energy shares in Q1 2020, an estimated $1K.
  • Next Financial Group first reported a position in Cenovus Energy in Q2 2014 and held it in 10 quarters.
  • Next Financial Group's Cenovus Energy position peaked at $60K in Q2 2014.
  • 249 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2020.

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