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Next Financial Group’s CPI Aerostructures CVU Stock Holding History

Next Financial Group’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-200
Closed -$2K – 1944
2016
Q4 		$2K Buy
+200
New +$1.47K ﹤0.01% 2148

Other funds holding CVU

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Next Financial Group's CVU Position: Q1 2017 in Review

Next Financial Group sold out of CPI Aerostructures (CVU) in Q1 2017, closing a stake of 200 shares — an estimated $2K sold.

Next Financial Group first reported a position in CVU in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 37 funds tracked by Wall St. Rank hold CVU as of Q1 2017.

  • Next Financial Group reported no remaining CPI Aerostructures position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 200 CPI Aerostructures shares in Q1 2017, an estimated $2K.
  • Next Financial Group first reported a position in CPI Aerostructures in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's CPI Aerostructures position peaked at $2K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held CPI Aerostructures as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.