NFG
EVOL

Next Financial Group’s Evolving Systems, Inc. EVOL Stock Holding History

Next Financial Group’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,000
Closed -$21K – 2571
2016
Q4 		$21K Hold
5,000
– – ﹤0.01% 1362
2016
Q3 		$22K Buy
+5,000
New +$23K ﹤0.01% 1327

Other funds holding EVOL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ZIM
ZPR Investment Management Orange City, Florida $46.8M AUM 2.45% 1-Year Est. Return
KL
Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Next Financial Group's EVOL Position: Q1 2017 in Review

Next Financial Group sold out of Evolving Systems, Inc. (EVOL) in Q1 2017, closing a stake of 5,000 shares — an estimated $21K sold.

Next Financial Group first reported a position in EVOL in Q3 2016 and held it in 2 quarters. The position peaked at $22K in Q3 2016. 35 funds tracked by Wall St. Rank hold EVOL as of Q1 2017.

  • Next Financial Group reported no remaining Evolving Systems, Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 5,000 Evolving Systems, Inc. shares in Q1 2017, an estimated $21K.
  • Next Financial Group first reported a position in Evolving Systems, Inc. in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Evolving Systems, Inc. position peaked at $22K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.