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Next Financial Group’s HCI Group HCI Stock Holding History

Next Financial Group’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5
Closed – – 2429
2019
Q3 		$0 Hold
5
– – ﹤0.01% 2354
2019
Q2 		$0 Hold
5
– – ﹤0.01% 2331
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1833
2018
Q4 		$0 Buy
+5
New +$245 ﹤0.01% 2012
2017
Q1 		– Sell
-217
Closed -$9K – 2037
2016
Q4 		$9K Buy
217
+2
+0.9% +$64 ﹤0.01% 1687
2016
Q3 		$7K Buy
+215
New +$6.56K ﹤0.01% 1806
2014
Q4 		– Sell
-201
Closed -$7K – 2084
2014
Q3 		$7K Sell
201
-150
-43% -$6.06K ﹤0.01% 1927
2014
Q2 		$14K Buy
+351
New +$13.6K 0.01% 698

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's HCI Position: Q4 2019 in Review

Next Financial Group sold out of HCI Group (HCI) in Q4 2019, closing a stake of 5 shares.

Next Financial Group first reported a position in HCI in Q2 2014 and held it in 8 quarters. The position peaked at $14K in Q2 2014. 111 funds tracked by Wall St. Rank hold HCI as of Q4 2019.

  • Next Financial Group reported no remaining HCI Group position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 5 HCI Group shares in Q4 2019.
  • Next Financial Group first reported a position in HCI Group in Q2 2014 and held it in 8 quarters.
  • Next Financial Group's HCI Group position peaked at $14K in Q2 2014.
  • 111 funds tracked by Wall St. Rank held HCI Group as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.