Next Financial Group
GECC icon

Next Financial Group’s Great Elm Capital Corp GECC Stock Holding History

Next Financial Group’s Portfolio GECC Stock Details GECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-58
Closed -$3K – 2002
2018
Q3 		$3K Buy
+58
New +$3.31K ﹤0.01% 1246

Other funds holding GECC

Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return
AGC
Alden Global Capital Brandon, Florida $273M AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
B. Riley Financial
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return

Next Financial Group's GECC Position: Q4 2018 in Review

Next Financial Group sold out of Great Elm Capital Corp (GECC) in Q4 2018, closing a stake of 58 shares — an estimated $3K sold.

Next Financial Group first reported a position in GECC in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 21 funds tracked by Wall St. Rank hold GECC as of Q4 2018.

  • Next Financial Group reported no remaining Great Elm Capital Corp position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 58 Great Elm Capital Corp shares in Q4 2018, an estimated $3K.
  • Next Financial Group first reported a position in Great Elm Capital Corp in Q3 2018 and held it in 1 quarter.
  • Next Financial Group's Great Elm Capital Corp position peaked at $3K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Great Elm Capital Corp as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.