NFG
GNI

Next Financial Group’s GREAT NORTH IRON ORE CTFBIN GNI Stock Holding History

Next Financial Group’s Portfolio GNI Stock Details GNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$4K – 2627
2014
Q3 		$4K Hold
200
– – ﹤0.01% 2199
2014
Q2 		$4K Buy
+200
New +$3.69K ﹤0.01% 1007

Other funds holding GNI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Next Financial Group sold out of GREAT NORTH IRON ORE CTFBIN (GNI) in Q4 2014, closing a stake of 200 shares — an estimated $4K sold.

Next Financial Group first reported a position in GNI in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 13 funds tracked by Wall St. Rank hold GNI as of Q4 2014.

  • Next Financial Group reported no remaining GREAT NORTH IRON ORE CTFBIN position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 200 GREAT NORTH IRON ORE CTFBIN shares in Q4 2014, an estimated $4K.
  • Next Financial Group first reported a position in GREAT NORTH IRON ORE CTFBIN in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's GREAT NORTH IRON ORE CTFBIN position peaked at $4K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held GREAT NORTH IRON ORE CTFBIN as of Q4 2014.

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