Next Financial Group’s Golden Ocean Group GOGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$4K	–	2007
2018 Q3	$4K	Buy	+400	New	+$3.62K	﹤0.01%	1194
2017 Q4	–	Sell	-40	Closed	–	–	703
2017 Q3	$0	Hold	40	–	–	﹤0.01%	1827
2017 Q2	$0	Sell	40 -400	-91%	-$2.73K	﹤0.01%	1931
2017 Q1	$3K	Hold	440	–	–	﹤0.01%	1624
2016 Q4	$2K	Sell	440 -100	-19%	-$407	﹤0.01%	2158
2016 Q3	$2K	Sell	540 -4,080	-88%	-$15.2K	﹤0.01%	2149
2016 Q2	$15K	Hold	4,620	–	–	﹤0.01%	1062
2016 Q1	$16K	Sell	4,620 -150	-3%	-$513	0.01%	1017
2015 Q4	$25K	Hold	4,770	–	–	0.01%	851
2015 Q3	$58K	Sell	4,770 -200	-4%	-$3.42K	0.02%	586
2015 Q2	$95K	Buy	+4,970	New	+$114K	0.03%	477

Other funds holding GOGL

PIM

Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Next Financial Group sold out of Golden Ocean Group (GOGL) in Q4 2018, closing a stake of 400 shares — an estimated $4K sold.

Next Financial Group first reported a position in GOGL in Q2 2015 and held it in 11 quarters. The position peaked at $95K in Q2 2015. 59 funds tracked by Wall St. Rank hold GOGL as of Q4 2018.

Next Financial Group reported no remaining Golden Ocean Group position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 400 Golden Ocean Group shares in Q4 2018, an estimated $4K.
Next Financial Group first reported a position in Golden Ocean Group in Q2 2015 and held it in 11 quarters.
Next Financial Group's Golden Ocean Group position peaked at $95K in Q2 2015.
59 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2018.

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