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Next Financial Group’s Hilltop Holdings HTH Stock Holding History

Next Financial Group’s Portfolio HTH Stock Details HTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-450
Closed -$8K – 1785
2015
Q4 		$8K Hold
450
– – ﹤0.01% 1252
2015
Q3 		$8K Hold
450
– – ﹤0.01% 1286
2015
Q2 		$10K Hold
450
– – ﹤0.01% 1258
2015
Q1 		$8K Sell
450
-466
-51% -$8.86K ﹤0.01% 1333
2014
Q4 		$18K Hold
916
– – 0.01% 1014
2014
Q3 		$18K Hold
916
– – ﹤0.01% 1467
2014
Q2 		$18K Buy
+916
New +$20.1K 0.01% 633

Other funds holding HTH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's HTH Position: Q1 2016 in Review

Next Financial Group sold out of Hilltop Holdings (HTH) in Q1 2016, closing a stake of 450 shares — an estimated $8K sold.

Next Financial Group first reported a position in HTH in Q2 2014 and held it in 7 quarters. The position peaked at $18K in Q4 2014. 135 funds tracked by Wall St. Rank hold HTH as of Q1 2016.

  • Next Financial Group reported no remaining Hilltop Holdings position as of Q1 2016 after selling out during the quarter.
  • Next Financial Group sold 450 Hilltop Holdings shares in Q1 2016, an estimated $8K.
  • Next Financial Group first reported a position in Hilltop Holdings in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's Hilltop Holdings position peaked at $18K in Q4 2014.
  • 135 funds tracked by Wall St. Rank held Hilltop Holdings as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.