NFG
FIEU

Next Financial Group’s FI Enhanced Europe 50 ETN FIEU Stock Holding History

Next Financial Group’s Portfolio FIEU Stock Details FIEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-124
Closed -$12K – 2598
2016
Q3 		$12K Buy
+124
New +$11.4K ﹤0.01% 1596

Other funds holding FIEU

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 31.93% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Next Financial Group sold out of FI Enhanced Europe 50 ETN (FIEU) in Q4 2016, closing a stake of 124 shares — an estimated $12K sold.

Next Financial Group first reported a position in FIEU in Q3 2016 and held it in 1 quarter. The position peaked at $12K in Q3 2016. 11 funds tracked by Wall St. Rank hold FIEU as of Q4 2016.

  • Next Financial Group reported no remaining FI Enhanced Europe 50 ETN position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 124 FI Enhanced Europe 50 ETN shares in Q4 2016, an estimated $12K.
  • Next Financial Group first reported a position in FI Enhanced Europe 50 ETN in Q3 2016 and held it in 1 quarter.
  • Next Financial Group's FI Enhanced Europe 50 ETN position peaked at $12K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held FI Enhanced Europe 50 ETN as of Q4 2016.

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