NFG
HGV icon

Next Financial Group’s Hilton Grand Vacations HGV Stock Holding History

Next Financial Group’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-250
Closed -$8K – 2430
2019
Q3 		$8K Hold
250
– – ﹤0.01% 1767
2019
Q2 		$8K Hold
250
– – ﹤0.01% 1746
2019
Q1 		$8K Hold
250
– – ﹤0.01% 1160
2018
Q4 		$7K Hold
250
– – ﹤0.01% 1445
2018
Q3 		$8K Buy
+250
New +$8.33K ﹤0.01% 1043
2017
Q4 		– Sell
-12
Closed – – 734
2017
Q3 		$0 Hold
12
– – ﹤0.01% 1835
2017
Q2 		$0 Buy
+12
New +$414 ﹤0.01% 1933

Other funds holding HGV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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

Next Financial Group sold out of Hilton Grand Vacations (HGV) in Q4 2019, closing a stake of 250 shares — an estimated $8K sold.

Next Financial Group first reported a position in HGV in Q2 2017 and held it in 7 quarters. The position peaked at $8K in Q3 2019. 229 funds tracked by Wall St. Rank hold HGV as of Q4 2019.

  • Next Financial Group reported no remaining Hilton Grand Vacations position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 250 Hilton Grand Vacations shares in Q4 2019, an estimated $8K.
  • Next Financial Group first reported a position in Hilton Grand Vacations in Q2 2017 and held it in 7 quarters.
  • Next Financial Group's Hilton Grand Vacations position peaked at $8K in Q3 2019.
  • 229 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q4 2019.

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