Next Financial Group’s State Street SPDR S&P China ETF GXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-82	Closed	-$6K	–	2033
2016 Q4	$6K	Hold	82	–	–	﹤0.01%	1852
2016 Q3	$7K	Buy	+82	New	+$6.2K	﹤0.01%	1805
2014 Q4	–	Sell	-82	Closed	-$6K	–	2078
2014 Q3	$6K	Buy	+82	New	+$6.58K	﹤0.01%	1979

Other funds holding GXC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Next Financial Group sold out of State Street SPDR S&P China ETF (GXC) in Q1 2017, closing a stake of 82 shares — an estimated $6K sold.

Next Financial Group first reported a position in GXC in Q3 2014 and held it in 3 quarters. The position peaked at $7K in Q3 2016. 84 funds tracked by Wall St. Rank hold GXC as of Q1 2017.

Next Financial Group reported no remaining State Street SPDR S&P China ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 82 State Street SPDR S&P China ETF shares in Q1 2017, an estimated $6K.
Next Financial Group first reported a position in State Street SPDR S&P China ETF in Q3 2014 and held it in 3 quarters.
Next Financial Group's State Street SPDR S&P China ETF position peaked at $7K in Q3 2016.
84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2017.

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