NFG
ESGF

Next Financial Group’s Oppenheimer Global ESG Revenue ETF ESGF Stock Holding History

Next Financial Group’s Portfolio ESGF Stock Details ESGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,909
Closed -$50K – 2327
2018
Q4 		$50K Buy
+1,909
New +$50K 0.01% 804

Other funds holding ESGF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Next Financial Group's ESGF Position: Q1 2019 in Review

Next Financial Group sold out of Oppenheimer Global ESG Revenue ETF (ESGF) in Q1 2019, closing a stake of 1,909 shares — an estimated $50K sold.

Next Financial Group first reported a position in ESGF in Q4 2018 and held it in 1 quarter. The position peaked at $50K in Q4 2018. 10 funds tracked by Wall St. Rank hold ESGF as of Q1 2019.

  • Next Financial Group reported no remaining Oppenheimer Global ESG Revenue ETF position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 1,909 Oppenheimer Global ESG Revenue ETF shares in Q1 2019, an estimated $50K.
  • Next Financial Group first reported a position in Oppenheimer Global ESG Revenue ETF in Q4 2018 and held it in 1 quarter.
  • Next Financial Group's Oppenheimer Global ESG Revenue ETF position peaked at $50K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held Oppenheimer Global ESG Revenue ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.