Next Financial Group’s iShares MSCI Chile ETF ECH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-900	Closed	-$25.7K	–	2187
2019 Q4	$30K	Buy	+900	New	+$30.9K	﹤0.01%	1381
2019 Q3	–	Sell	-39	Closed	-$2K	–	2328
2019 Q2	$2K	Buy	+39	New	+$1.61K	﹤0.01%	2106
2019 Q1	–	Sell	-29	Closed	-$1K	–	1728
2018 Q4	$1K	Buy	+29	New	+$1.24K	﹤0.01%	1832
2014 Q4	–	Sell	-94	Closed	-$4K	–	1992
2014 Q3	$4K	Buy	+94	New	+$4.16K	﹤0.01%	2127

Other funds holding ECH

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Next Financial Group's ECH Position: Q1 2020 in Review

Next Financial Group sold out of iShares MSCI Chile ETF (ECH) in Q1 2020, closing a stake of 900 shares — an estimated $25.7K sold.

Next Financial Group first reported a position in ECH in Q3 2014 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 59 funds tracked by Wall St. Rank hold ECH as of Q1 2020.

Next Financial Group reported no remaining iShares MSCI Chile ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 900 iShares MSCI Chile ETF shares in Q1 2020, an estimated $25.7K.
Next Financial Group first reported a position in iShares MSCI Chile ETF in Q3 2014 and held it in 4 quarters.
Next Financial Group's iShares MSCI Chile ETF position peaked at $30K in Q4 2019.
59 funds tracked by Wall St. Rank held iShares MSCI Chile ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.