Next Financial Group
HDGE icon

Next Financial Group’s AdvisorShares Active Bear ETF HDGE Stock Holding History

Next Financial Group’s Portfolio HDGE Stock Details HDGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-4,450
Closed -$471K – 2394
2016
Q2 		$471K Buy
+4,450
New +$470K 0.15% 146
2016
Q1 		– Sell
-4,390
Closed -$472K – 1782
2015
Q4 		$472K Buy
4,390
+700
+19% +$74.7K 0.18% 134
2015
Q3 		$421K Buy
+3,690
New +$413K 0.15% 149

Other funds holding HDGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
National Planning Corporation
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Next Financial Group's HDGE Position: Q3 2016 in Review

Next Financial Group sold out of AdvisorShares Active Bear ETF (HDGE) in Q3 2016, closing a stake of 4,450 shares — an estimated $471K sold.

Next Financial Group first reported a position in HDGE in Q3 2015 and held it in 3 quarters. The position peaked at $472K in Q4 2015. 34 funds tracked by Wall St. Rank hold HDGE as of Q3 2016.

  • Next Financial Group reported no remaining AdvisorShares Active Bear ETF position as of Q3 2016 after selling out during the quarter.
  • Next Financial Group sold 4,450 AdvisorShares Active Bear ETF shares in Q3 2016, an estimated $471K.
  • Next Financial Group first reported a position in AdvisorShares Active Bear ETF in Q3 2015 and held it in 3 quarters.
  • Next Financial Group's AdvisorShares Active Bear ETF position peaked at $472K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held AdvisorShares Active Bear ETF as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.