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Next Financial Group’s Harvard Bioscience HBIO Stock Holding History

Next Financial Group’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2
Closed – – 2083
2014
Q3 		$0 Hold
2
– – ﹤0.01% 2531
2014
Q2 		$0 Buy
+2
New +$84 ﹤0.01% 1217

Other funds holding HBIO

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Next Financial Group's HBIO Position: Q4 2014 in Review

Next Financial Group sold out of Harvard Bioscience (HBIO) in Q4 2014, closing a stake of 2 shares.

Next Financial Group first reported a position in HBIO in Q2 2014 and held it in 2 quarters. The position peaked at $0 in Q3 2014. 80 funds tracked by Wall St. Rank hold HBIO as of Q4 2014.

  • Next Financial Group reported no remaining Harvard Bioscience position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 2 Harvard Bioscience shares in Q4 2014.
  • Next Financial Group first reported a position in Harvard Bioscience in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's Harvard Bioscience position peaked at $0 in Q3 2014.
  • 80 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.