Next Financial Group’s WisdomTree Chinese Yuan Strategy Fund CYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-800	Closed	-$20K	–	2090
2015 Q2	$20K	Hold	800	–	–	0.01%	1011
2015 Q1	$20K	Hold	800	–	–	0.01%	1007
2014 Q4	$20K	Hold	800	–	–	0.01%	989
2014 Q3	$20K	Buy	+800	New	+$20.2K	﹤0.01%	1438

Other funds holding CYB

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's CYB Position: Q3 2015 in Review

Next Financial Group sold out of WisdomTree Chinese Yuan Strategy Fund (CYB) in Q3 2015, closing a stake of 800 shares — an estimated $20K sold.

Next Financial Group first reported a position in CYB in Q3 2014 and held it in 4 quarters. The position peaked at $20K in Q2 2015. 23 funds tracked by Wall St. Rank hold CYB as of Q3 2015.

Next Financial Group reported no remaining WisdomTree Chinese Yuan Strategy Fund position as of Q3 2015 after selling out during the quarter.
Next Financial Group sold 800 WisdomTree Chinese Yuan Strategy Fund shares in Q3 2015, an estimated $20K.
Next Financial Group first reported a position in WisdomTree Chinese Yuan Strategy Fund in Q3 2014 and held it in 4 quarters.
Next Financial Group's WisdomTree Chinese Yuan Strategy Fund position peaked at $20K in Q2 2015.
23 funds tracked by Wall St. Rank held WisdomTree Chinese Yuan Strategy Fund as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.