Next Financial Group’s CYS Investments Inc. CYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-600	Closed	-$5K	–	1778
2017 Q3	$5K	Hold	600	–	–	﹤0.01%	1455
2017 Q2	$5K	Hold	600	–	–	﹤0.01%	1579
2017 Q1	$5K	Sell	600 -350	-37%	-$2.74K	﹤0.01%	1540
2016 Q4	$7K	Hold	950	–	–	﹤0.01%	1836
2016 Q3	$8K	Buy	950 +600	+171%	+$5.28K	﹤0.01%	1792
2016 Q2	$2K	Hold	350	–	–	﹤0.01%	1633
2016 Q1	$2K	Hold	350	–	–	﹤0.01%	1597
2015 Q4	$2K	Hold	350	–	–	﹤0.01%	1651
2015 Q3	$2K	Hold	350	–	–	﹤0.01%	1676
2015 Q2	$2K	Sell	350 -1,900	-84%	-$16.7K	﹤0.01%	1735
2015 Q1	$20K	Buy	2,250 +1,900	+543%	+$16.9K	0.01%	1008
2014 Q4	$3K	Sell	350 -1,000	-74%	-$8.95K	﹤0.01%	1695
2014 Q3	$11K	Hold	1,350	–	–	﹤0.01%	1737
2014 Q2	$12K	Buy	+1,350	New	+$11.9K	0.01%	754

Other funds holding CYS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's CYS Position: Q4 2017 in Review

Next Financial Group sold out of CYS Investments Inc. (CYS) in Q4 2017, closing a stake of 600 shares — an estimated $5K sold.

Next Financial Group first reported a position in CYS in Q2 2014 and held it in 14 quarters. The position peaked at $20K in Q1 2015. 174 funds tracked by Wall St. Rank hold CYS as of Q4 2017.

Next Financial Group reported no remaining CYS Investments Inc. position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 600 CYS Investments Inc. shares in Q4 2017, an estimated $5K.
Next Financial Group first reported a position in CYS Investments Inc. in Q2 2014 and held it in 14 quarters.
Next Financial Group's CYS Investments Inc. position peaked at $20K in Q1 2015.
174 funds tracked by Wall St. Rank held CYS Investments Inc. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.