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Next Financial Group’s Diana Shipping DSX Stock Holding History

Next Financial Group’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-572
Closed -$1K – 2402
2016
Q3 		$1K Buy
+572
New +$1.05K ﹤0.01% 2258
2014
Q4 		– Sell
-572
Closed -$4K – 1985
2014
Q3 		$4K Buy
+572
New +$4.06K ﹤0.01% 2125

Other funds holding DSX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Next Financial Group's DSX Position: Q4 2016 in Review

Next Financial Group sold out of Diana Shipping (DSX) in Q4 2016, closing a stake of 572 shares — an estimated $1K sold.

Next Financial Group first reported a position in DSX in Q3 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 61 funds tracked by Wall St. Rank hold DSX as of Q4 2016.

  • Next Financial Group reported no remaining Diana Shipping position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 572 Diana Shipping shares in Q4 2016, an estimated $1K.
  • Next Financial Group first reported a position in Diana Shipping in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Diana Shipping position peaked at $4K in Q3 2014.
  • 61 funds tracked by Wall St. Rank held Diana Shipping as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.