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Next Financial Group’s General American Investors Company GAM Stock Holding History

Next Financial Group’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,609
Closed -$97K – 2048
2014
Q3 		$97K Buy
+2,609
New +$97.4K 0.02% 670

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Next Financial Group sold out of General American Investors Company (GAM) in Q4 2014, closing a stake of 2,609 shares — an estimated $97K sold.

Next Financial Group first reported a position in GAM in Q3 2014 and held it in 1 quarter. The position peaked at $97K in Q3 2014. 66 funds tracked by Wall St. Rank hold GAM as of Q4 2014.

  • Next Financial Group reported no remaining General American Investors Company position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 2,609 General American Investors Company shares in Q4 2014, an estimated $97K.
  • Next Financial Group first reported a position in General American Investors Company in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's General American Investors Company position peaked at $97K in Q3 2014.
  • 66 funds tracked by Wall St. Rank held General American Investors Company as of Q4 2014.

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