Next Financial Group’s Howard Hughes HHH Stock Holding History

Next Financial Group’s Portfolio HHH Stock Details HHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,949	Closed	-$94K	–	1134
2020 Q1	$94K	Buy	1,949 +32	+2%	+$3.21K	0.01%	775
2019 Q4	$232K	Buy	1,917 +166	+9%	+$18.4K	0.02%	645
2019 Q3	$216K	Buy	1,751 +200	+13%	+$24.7K	0.02%	643
2019 Q2	$183K	Sell	1,551 -15	-1%	-$1.54K	0.02%	695
2019 Q1	$164K	Buy	+1,566	New	+$162K	0.04%	419

Other funds holding HHH

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Next Financial Group's HHH Position: Q2 2020 in Review

Next Financial Group sold out of Howard Hughes (HHH) in Q2 2020, closing a stake of 1,949 shares — an estimated $94K sold.

Next Financial Group first reported a position in HHH in Q1 2019 and held it in 5 quarters. The position peaked at $232K in Q4 2019. 214 funds tracked by Wall St. Rank hold HHH as of Q2 2020.

Next Financial Group reported no remaining Howard Hughes position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 1,949 Howard Hughes shares in Q2 2020, an estimated $94K.
Next Financial Group first reported a position in Howard Hughes in Q1 2019 and held it in 5 quarters.
Next Financial Group's Howard Hughes position peaked at $232K in Q4 2019.
214 funds tracked by Wall St. Rank held Howard Hughes as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.