NFG
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Next Financial Group’s Chart Industries GTLS Stock Holding History

Next Financial Group’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-67
Closed -$2K – 2031
2016
Q4 		$2K Buy
+67
New +$2.28K ﹤0.01% 2160
2014
Q4 		– Sell
-100
Closed -$6K – 2072
2014
Q3 		$6K Buy
+100
New +$7.11K ﹤0.01% 1978

Other funds holding GTLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OAMA
Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

Next Financial Group's GTLS Position: Q1 2017 in Review

Next Financial Group sold out of Chart Industries (GTLS) in Q1 2017, closing a stake of 67 shares — an estimated $2K sold.

Next Financial Group first reported a position in GTLS in Q3 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 194 funds tracked by Wall St. Rank hold GTLS as of Q1 2017.

  • Next Financial Group reported no remaining Chart Industries position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 67 Chart Industries shares in Q1 2017, an estimated $2K.
  • Next Financial Group first reported a position in Chart Industries in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Chart Industries position peaked at $6K in Q3 2014.
  • 194 funds tracked by Wall St. Rank held Chart Industries as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.