NFG
EMCI

Next Financial Group’s EMC INS Group Inc EMCI Stock Holding History

Next Financial Group’s Portfolio EMCI Stock Details EMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,135
Closed -$33K – 1641
2017
Q3 		$33K Hold
1,135
– – 0.01% 836
2017
Q2 		$32K Hold
1,135
– – 0.01% 928
2017
Q1 		$33K Hold
1,135
– – 0.01% 870
2016
Q4 		$34K Hold
1,135
– – 0.01% 1121
2016
Q3 		$31K Hold
1,135
– – 0.01% 1170
2016
Q2 		$31K Hold
1,135
– – 0.01% 803
2016
Q1 		$29K Hold
1,135
– – 0.01% 797
2015
Q4 		$28K Hold
1,135
– – 0.01% 816
2015
Q3 		$26K Buy
+1,135
New +$27.5K 0.01% 862

Other funds holding EMCI

Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's EMCI Position: Q4 2017 in Review

Next Financial Group sold out of EMC INS Group Inc (EMCI) in Q4 2017, closing a stake of 1,135 shares — an estimated $33K sold.

Next Financial Group first reported a position in EMCI in Q3 2015 and held it in 9 quarters. The position peaked at $34K in Q4 2016. 77 funds tracked by Wall St. Rank hold EMCI as of Q4 2017.

  • Next Financial Group reported no remaining EMC INS Group Inc position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,135 EMC INS Group Inc shares in Q4 2017, an estimated $33K.
  • Next Financial Group first reported a position in EMC INS Group Inc in Q3 2015 and held it in 9 quarters.
  • Next Financial Group's EMC INS Group Inc position peaked at $34K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held EMC INS Group Inc as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.