NFG
EMDI

Next Financial Group’s ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF EMDI Stock Holding History

Next Financial Group’s Portfolio EMDI Stock Details EMDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-93
Closed -$5K – 2606
2014
Q3 		$5K Hold
93
– – ﹤0.01% 2099
2014
Q2 		$5K Buy
+93
New +$5.3K ﹤0.01% 953

Other funds holding EMDI

AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Next Financial Group sold out of ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF (EMDI) in Q4 2014, closing a stake of 93 shares — an estimated $5K sold.

Next Financial Group first reported a position in EMDI in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q3 2014. 7 funds tracked by Wall St. Rank hold EMDI as of Q4 2014.

  • Next Financial Group reported no remaining ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 93 ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF shares in Q4 2014, an estimated $5K.
  • Next Financial Group first reported a position in ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF position peaked at $5K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held ISHARES MSCI EMERGING MKTS CONSUMER DISCRETIONARY ETF as of Q4 2014.

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