NFG
GAS

Next Financial Group’s AGL Resources Inc GAS Stock Holding History

Next Financial Group’s Portfolio GAS Stock Details GAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,000
Closed -$395K – 2545
2016
Q2 		$395K Buy
6,000
+1,800
+43% +$118K 0.13% 174
2016
Q1 		$273K Hold
4,200
– – 0.1% 211
2015
Q4 		$268K Buy
4,200
+1,075
+34% +$67.1K 0.1% 210
2015
Q3 		$190K Buy
3,125
+1,350
+76% +$72.2K 0.07% 292
2015
Q2 		$82K Hold
1,775
– – 0.03% 527
2015
Q1 		$88K Buy
1,775
+200
+13% +$10.4K 0.03% 503
2014
Q4 		$86K Sell
1,575
-4,452
-74% -$235K 0.03% 510
2014
Q3 		$309K Sell
6,027
-2,720
-31% -$143K 0.06% 339
2014
Q2 		$448K Buy
+8,747
New +$460K 0.23% 89

Other funds holding GAS

LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
BCM
Birmingham Capital Management Birmingham, Alabama $237M AUM 32.7% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Next Financial Group's GAS Position: Q3 2016 in Review

Next Financial Group sold out of AGL Resources Inc (GAS) in Q3 2016, closing a stake of 6,000 shares — an estimated $395K sold.

Next Financial Group first reported a position in GAS in Q2 2014 and held it in 9 quarters. The position peaked at $448K in Q2 2014. 3 funds tracked by Wall St. Rank hold GAS as of Q3 2016.

  • Next Financial Group reported no remaining AGL Resources Inc position as of Q3 2016 after selling out during the quarter.
  • Next Financial Group sold 6,000 AGL Resources Inc shares in Q3 2016, an estimated $395K.
  • Next Financial Group first reported a position in AGL Resources Inc in Q2 2014 and held it in 9 quarters.
  • Next Financial Group's AGL Resources Inc position peaked at $448K in Q2 2014.
  • 3 funds tracked by Wall St. Rank held AGL Resources Inc as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.