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Next Financial Group’s Ethan Allen Interiors ETD Stock Holding History

Next Financial Group’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-339
Closed -$9K – 2764
2021
Q2 		$9K Hold
339
– – ﹤0.01% 2017
2021
Q1 		$9K Buy
+339
New +$8.53K ﹤0.01% 1909

Other funds holding ETD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's ETD Position: Q3 2021 in Review

Next Financial Group sold out of Ethan Allen Interiors (ETD) in Q3 2021, closing a stake of 339 shares — an estimated $9K sold.

Next Financial Group first reported a position in ETD in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 167 funds tracked by Wall St. Rank hold ETD as of Q3 2021.

  • Next Financial Group reported no remaining Ethan Allen Interiors position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 339 Ethan Allen Interiors shares in Q3 2021, an estimated $9K.
  • Next Financial Group first reported a position in Ethan Allen Interiors in Q1 2021 and held it in 2 quarters.
  • Next Financial Group's Ethan Allen Interiors position peaked at $9K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.