Next Financial Group’s Gramercy Property Trust GPT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-500	Closed	-$14K	–	2193
2018 Q3	$14K	Buy	+500	New	+$13.7K	0.01%	909
2017 Q4	–	Sell	-500	Closed	-$16K	–	1690
2017 Q3	$16K	Hold	500	–	–	﹤0.01%	1060
2017 Q2	$15K	Hold	500	–	–	﹤0.01%	1195
2017 Q1	$14K	Hold	500	–	–	﹤0.01%	1168
2016 Q4	$14K	Sell	500 -2,049	-80%	-$54.7K	﹤0.01%	1525
2016 Q3	$74K	Hold	2,549	–	–	0.01%	771
2016 Q2	$70K	Hold	2,549	–	–	0.02%	566
2016 Q1	$64K	Hold	2,549	–	–	0.02%	547
2015 Q4	$59K	Buy	+2,549	New	+$159K	0.02%	578

Other funds holding GPT

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

MCA

Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return

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

Next Financial Group sold out of Gramercy Property Trust (GPT) in Q4 2018, closing a stake of 500 shares — an estimated $14K sold.

Next Financial Group first reported a position in GPT in Q4 2015 and held it in 9 quarters. The position peaked at $74K in Q3 2016. 2 funds tracked by Wall St. Rank hold GPT as of Q4 2018.

Next Financial Group reported no remaining Gramercy Property Trust position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 500 Gramercy Property Trust shares in Q4 2018, an estimated $14K.
Next Financial Group first reported a position in Gramercy Property Trust in Q4 2015 and held it in 9 quarters.
Next Financial Group's Gramercy Property Trust position peaked at $74K in Q3 2016.
2 funds tracked by Wall St. Rank held Gramercy Property Trust as of Q4 2018.

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