Next Financial Group’s Federated Hermes Premier Municipal Income Fund FMN Stock Holding History

Next Financial Group’s Portfolio FMN Stock Details FMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-360	Closed	-$5K	–	1832
2015 Q3	$5K	Hold	360	–	–	﹤0.01%	1414
2015 Q2	$4K	Hold	360	–	–	﹤0.01%	1526
2015 Q1	$5K	Hold	360	–	–	﹤0.01%	1479
2014 Q4	$5K	Sell	360 -770	-68%	-$11.3K	﹤0.01%	1483
2014 Q3	$17K	Hold	1,130	–	–	﹤0.01%	1500
2014 Q2	$17K	Buy	+1,130	New	+$16.7K	0.01%	645

Other funds holding FMN

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Next Financial Group's FMN Position: Q4 2015 in Review

Next Financial Group sold out of Federated Hermes Premier Municipal Income Fund (FMN) in Q4 2015, closing a stake of 360 shares — an estimated $5K sold.

Next Financial Group first reported a position in FMN in Q2 2014 and held it in 6 quarters. The position peaked at $17K in Q3 2014. 13 funds tracked by Wall St. Rank hold FMN as of Q4 2015.

Next Financial Group reported no remaining Federated Hermes Premier Municipal Income Fund position as of Q4 2015 after selling out during the quarter.
Next Financial Group sold 360 Federated Hermes Premier Municipal Income Fund shares in Q4 2015, an estimated $5K.
Next Financial Group first reported a position in Federated Hermes Premier Municipal Income Fund in Q2 2014 and held it in 6 quarters.
Next Financial Group's Federated Hermes Premier Municipal Income Fund position peaked at $17K in Q3 2014.
13 funds tracked by Wall St. Rank held Federated Hermes Premier Municipal Income Fund as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.