NFG
FBGX

Next Financial Group’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Next Financial Group’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-141
Closed -$19K – 2499
2016
Q3 		$19K Buy
+141
New +$19.1K ﹤0.01% 1402

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Next Financial Group's FBGX Position: Q4 2016 in Review

Next Financial Group sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q4 2016, closing a stake of 141 shares — an estimated $19K sold.

Next Financial Group first reported a position in FBGX in Q3 2016 and held it in 1 quarter. The position peaked at $19K in Q3 2016. 21 funds tracked by Wall St. Rank hold FBGX as of Q4 2016.

  • Next Financial Group reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 141 UBS AG FI Enhanced Large Cap Growth ETN shares in Q4 2016, an estimated $19K.
  • Next Financial Group first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2016 and held it in 1 quarter.
  • Next Financial Group's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $19K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.