NFG
CVGI icon

Next Financial Group’s Commercial Vehicle Group CVGI Stock Holding History

Next Financial Group’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,485
Closed -$5K – 1801
2015
Q3 		$5K Hold
1,485
– – ﹤0.01% 1406
2015
Q2 		$10K Buy
+1,485
New +$9.7K ﹤0.01% 1252

Other funds holding CVGI

RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Next Financial Group sold out of Commercial Vehicle Group (CVGI) in Q4 2015, closing a stake of 1,485 shares — an estimated $5K sold.

Next Financial Group first reported a position in CVGI in Q2 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 89 funds tracked by Wall St. Rank hold CVGI as of Q4 2015.

  • Next Financial Group reported no remaining Commercial Vehicle Group position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 1,485 Commercial Vehicle Group shares in Q4 2015, an estimated $5K.
  • Next Financial Group first reported a position in Commercial Vehicle Group in Q2 2015 and held it in 2 quarters.
  • Next Financial Group's Commercial Vehicle Group position peaked at $10K in Q2 2015.
  • 89 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q4 2015.

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