Next Financial Group’s Ecopetrol EC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-100	Closed	-$3K	–	1991
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	2211
2014 Q2	$3K	Buy	+100	New	+$3.78K	﹤0.01%	1015

Other funds holding EC

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Next Financial Group's EC Position: Q4 2014 in Review

Next Financial Group sold out of Ecopetrol (EC) in Q4 2014, closing a stake of 100 shares — an estimated $3K sold.

Next Financial Group first reported a position in EC in Q2 2014 and held it in 2 quarters. The position peaked at $3K in Q3 2014. 122 funds tracked by Wall St. Rank hold EC as of Q4 2014.

Next Financial Group reported no remaining Ecopetrol position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 100 Ecopetrol shares in Q4 2014, an estimated $3K.
Next Financial Group first reported a position in Ecopetrol in Q2 2014 and held it in 2 quarters.
Next Financial Group's Ecopetrol position peaked at $3K in Q3 2014.
122 funds tracked by Wall St. Rank held Ecopetrol as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.