Next Financial Group’s FerroAtlántica GSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,100	Closed	-$16K	–	717
2017 Q3	$16K	Hold	1,100	–	–	﹤0.01%	1041
2017 Q2	$13K	Hold	1,100	–	–	﹤0.01%	1227
2017 Q1	$11K	Hold	1,100	–	–	﹤0.01%	1242
2016 Q4	$12K	Buy	+1,100	New	+$11.4K	﹤0.01%	1567

Other funds holding GSM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Next Financial Group sold out of FerroAtlántica (GSM) in Q4 2017, closing a stake of 1,100 shares — an estimated $16K sold.

Next Financial Group first reported a position in GSM in Q4 2016 and held it in 4 quarters. The position peaked at $16K in Q3 2017. 117 funds tracked by Wall St. Rank hold GSM as of Q4 2017.

Next Financial Group reported no remaining FerroAtlántica position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 1,100 FerroAtlántica shares in Q4 2017, an estimated $16K.
Next Financial Group first reported a position in FerroAtlántica in Q4 2016 and held it in 4 quarters.
Next Financial Group's FerroAtlántica position peaked at $16K in Q3 2017.
117 funds tracked by Wall St. Rank held FerroAtlántica as of Q4 2017.

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