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Next Financial Group’s VanEck Environmental Services ETF EVX Stock Holding History

Next Financial Group’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-150
Closed -$2K – 2013
2014
Q3 		$2K Buy
+150
New +$2K ﹤0.01% 2299

Other funds holding EVX

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 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
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Next Financial Group sold out of VanEck Environmental Services ETF (EVX) in Q4 2014, closing a stake of 150 shares — an estimated $2K sold.

Next Financial Group first reported a position in EVX in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 16 funds tracked by Wall St. Rank hold EVX as of Q4 2014.

  • Next Financial Group reported no remaining VanEck Environmental Services ETF position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 150 VanEck Environmental Services ETF shares in Q4 2014, an estimated $2K.
  • Next Financial Group first reported a position in VanEck Environmental Services ETF in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's VanEck Environmental Services ETF position peaked at $2K in Q3 2014.
  • 16 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2014.

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