Next Financial Group’s GrafTech EAF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$13K	Buy	108 +86	+391%	+$9.97K	﹤0.01%	2072
2021 Q3	$2K	Buy	+22	New	+$2.41K	﹤0.01%	2461
2020 Q1	–	Sell	-2,127	Closed	-$247K	–	2184
2019 Q4	$247K	Sell	2,127 -278	-12%	-$34.9K	0.03%	621
2019 Q3	$308K	Sell	2,405 -609	-20%	-$72.3K	0.03%	487
2019 Q2	$347K	Buy	+3,014	New	+$353K	0.04%	469

Other funds holding EAF

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Next Financial Group's EAF Position: Q4 2021 in Review

Next Financial Group increased its GrafTech (EAF) stake by 391% in Q4 2021, buying an estimated $9.97K and bringing the position to 108 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Next Financial Group first reported a position in EAF in Q2 2019 and has held it in 5 quarters since. The position peaked at $347K in Q2 2019. 263 funds tracked by Wall St. Rank hold EAF as of Q4 2021.

Next Financial Group held 108 shares of GrafTech worth $13K as of Q4 2021.
Next Financial Group bought 86 GrafTech shares in Q4 2021, an estimated $9.97K.
GrafTech made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2072 holding.
Next Financial Group first reported a position in GrafTech in Q2 2019 and has held it in 5 quarters since.
Next Financial Group's GrafTech position peaked at $347K in Q2 2019.
263 funds tracked by Wall St. Rank held GrafTech as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.