Next Financial Group’s General Moly, Inc. GMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-300	Closed	–	–	1604
2017 Q3	$0	Hold	300	–	–	﹤0.01%	2003
2017 Q2	$0	Buy	+300	New	+$103	﹤0.01%	2013
2017 Q1	–	Sell	-600	Closed	–	–	2407
2016 Q4	$0	Hold	600	–	–	﹤0.01%	2517
2016 Q3	$0	Buy	600 +300	+100%	+$95	﹤0.01%	2465
2016 Q2	$0	Hold	300	–	–	﹤0.01%	1888
2016 Q1	$0	Hold	300	–	–	﹤0.01%	1913
2015 Q4	$0	Hold	300	–	–	﹤0.01%	1988
2015 Q3	$0	Hold	300	–	–	﹤0.01%	2005
2015 Q2	$0	Hold	300	–	–	﹤0.01%	2002
2015 Q1	$0	Hold	300	–	–	﹤0.01%	1997
2014 Q4	$0	Sell	300 -300	-50%	-$169	﹤0.01%	2465
2014 Q3	$0	Hold	600	–	–	﹤0.01%	2588
2014 Q2	$1K	Buy	+600	New	+$626	﹤0.01%	1179

Other funds holding GMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's GMO Position: Q4 2017 in Review

Next Financial Group sold out of General Moly, Inc. (GMO) in Q4 2017, closing a stake of 300 shares.

Next Financial Group first reported a position in GMO in Q2 2014 and held it in 13 quarters. The position peaked at $1K in Q2 2014. 39 funds tracked by Wall St. Rank hold GMO as of Q4 2017.

Next Financial Group reported no remaining General Moly, Inc. position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 300 General Moly, Inc. shares in Q4 2017.
Next Financial Group first reported a position in General Moly, Inc. in Q2 2014 and held it in 13 quarters.
Next Financial Group's General Moly, Inc. position peaked at $1K in Q2 2014.
39 funds tracked by Wall St. Rank held General Moly, Inc. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.