NFG
HCF

Next Financial Group’s NEXPOINT CREDIT STRATEGIES FUND HCF Stock Holding History

Next Financial Group’s Portfolio HCF Stock Details HCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$11K – 2677
2014
Q3 		$11K Buy
+1,000
New +$11K ﹤0.01% 1736

Other funds holding HCF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Next Financial Group sold out of NEXPOINT CREDIT STRATEGIES FUND (HCF) in Q4 2014, closing a stake of 1,000 shares — an estimated $11K sold.

Next Financial Group first reported a position in HCF in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 54 funds tracked by Wall St. Rank hold HCF as of Q4 2014.

  • Next Financial Group reported no remaining NEXPOINT CREDIT STRATEGIES FUND position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 1,000 NEXPOINT CREDIT STRATEGIES FUND shares in Q4 2014, an estimated $11K.
  • Next Financial Group first reported a position in NEXPOINT CREDIT STRATEGIES FUND in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's NEXPOINT CREDIT STRATEGIES FUND position peaked at $11K in Q3 2014.
  • 54 funds tracked by Wall St. Rank held NEXPOINT CREDIT STRATEGIES FUND as of Q4 2014.

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