Next Financial Group’s PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF FORX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-202	Closed	-$9K	–	2602
2014 Q3	$9K	Buy	+202	New	+$9.62K	﹤0.01%	1843

Other funds holding FORX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

LTFS

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

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

Next Financial Group sold out of PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF (FORX) in Q4 2014, closing a stake of 202 shares — an estimated $9K sold.

Next Financial Group first reported a position in FORX in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 5 funds tracked by Wall St. Rank hold FORX as of Q4 2014.

Next Financial Group reported no remaining PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 202 PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF shares in Q4 2014, an estimated $9K.
Next Financial Group first reported a position in PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF in Q3 2014 and held it in 1 quarter.
Next Financial Group's PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF position peaked at $9K in Q3 2014.
5 funds tracked by Wall St. Rank held PIMCO ETF TR FOREIGN CURRENCY STRATEGY ACTIVE ETF as of Q4 2014.

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