NFG
DHG

Next Financial Group’s Deutsche High Incm Opportunities DHG Stock Holding History

Next Financial Group’s Portfolio DHG Stock Details DHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-277
Closed -$4K – 2530
2016
Q4 		$4K Hold
277
– – ﹤0.01% 2046
2016
Q3 		$4K Buy
+277
New +$3.9K ﹤0.01% 2041
2014
Q4 		– Sell
-2,482
Closed -$36K – 2684
2014
Q3 		$36K Hold
2,482
– – 0.01% 1122
2014
Q2 		$36K Buy
+2,482
New +$36.4K 0.02% 433

Other funds holding DHG

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Next Financial Group sold out of Deutsche High Incm Opportunities (DHG) in Q1 2017, closing a stake of 277 shares — an estimated $4K sold.

Next Financial Group first reported a position in DHG in Q2 2014 and held it in 4 quarters. The position peaked at $36K in Q3 2014. 36 funds tracked by Wall St. Rank hold DHG as of Q1 2017.

  • Next Financial Group reported no remaining Deutsche High Incm Opportunities position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 277 Deutsche High Incm Opportunities shares in Q1 2017, an estimated $4K.
  • Next Financial Group first reported a position in Deutsche High Incm Opportunities in Q2 2014 and held it in 4 quarters.
  • Next Financial Group's Deutsche High Incm Opportunities position peaked at $36K in Q3 2014.
  • 36 funds tracked by Wall St. Rank held Deutsche High Incm Opportunities as of Q1 2017.

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