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Next Financial Group’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Next Financial Group’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$9K – 1799
2017
Q2 		$9K Hold
400
– – ﹤0.01% 1340
2017
Q1 		$10K Hold
400
– – ﹤0.01% 1269
2016
Q4 		$10K Hold
400
– – ﹤0.01% 1646
2016
Q3 		$9K Hold
400
– – ﹤0.01% 1683
2016
Q2 		$8K Hold
400
– – ﹤0.01% 1270
2016
Q1 		$7K Sell
400
-200
-33% -$3.31K ﹤0.01% 1273
2015
Q4 		$10K Hold
600
– – ﹤0.01% 1165
2015
Q3 		$11K Sell
600
-2,960
-83% -$67.6K ﹤0.01% 1170
2015
Q2 		$90K Buy
3,560
+600
+20% +$16.3K 0.03% 498
2015
Q1 		$79K Sell
2,960
-500
-14% -$13.4K 0.03% 530
2014
Q4 		$98K Buy
3,460
+2,260
+188% +$64.6K 0.03% 458
2014
Q3 		$36K Buy
+1,200
New +$36.3K 0.01% 1113

Other funds holding ENFR

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
YP
Yellowstone Partners Idaho Falls, Idaho $177M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's ENFR Position: Q3 2017 in Review

Next Financial Group sold out of Alerian Energy Infrastructure ETF (ENFR) in Q3 2017, closing a stake of 400 shares — an estimated $9K sold.

Next Financial Group first reported a position in ENFR in Q3 2014 and held it in 12 quarters. The position peaked at $98K in Q4 2014. 22 funds tracked by Wall St. Rank hold ENFR as of Q3 2017.

  • Next Financial Group reported no remaining Alerian Energy Infrastructure ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 400 Alerian Energy Infrastructure ETF shares in Q3 2017, an estimated $9K.
  • Next Financial Group first reported a position in Alerian Energy Infrastructure ETF in Q3 2014 and held it in 12 quarters.
  • Next Financial Group's Alerian Energy Infrastructure ETF position peaked at $98K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Alerian Energy Infrastructure ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.