Next Financial Group’s Western Asset Emerging Markets EMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,144	Closed	-$25K	–	2593
2016 Q3	$25K	Buy	+2,144	New	+$24.6K	﹤0.01%	1260
2014 Q4	–	Sell	-2,144	Closed	-$26K	–	2687
2014 Q3	$26K	Buy	+2,144	New	+$27.2K	0.01%	1276

Other funds holding EMD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

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

Next Financial Group sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 2,144 shares — an estimated $25K sold.

Next Financial Group first reported a position in EMD in Q3 2014 and held it in 2 quarters. The position peaked at $26K in Q3 2014. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

Next Financial Group reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 2,144 Western Asset Emerging Markets shares in Q4 2016, an estimated $25K.
Next Financial Group first reported a position in Western Asset Emerging Markets in Q3 2014 and held it in 2 quarters.
Next Financial Group's Western Asset Emerging Markets position peaked at $26K in Q3 2014.
3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

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