NFG
HYB

Next Financial Group’s New America High Income Fund, Inc. HYB Stock Holding History

Next Financial Group’s Portfolio HYB Stock Details HYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-276
Closed -$3K – 3009
2021
Q3 		$3K Buy
+276
New +$2.59K ﹤0.01% 2425

Other funds holding HYB

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Next Financial Group's HYB Position: Q4 2021 in Review

Next Financial Group sold out of New America High Income Fund, Inc. (HYB) in Q4 2021, closing a stake of 276 shares — an estimated $3K sold.

Next Financial Group first reported a position in HYB in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 51 funds tracked by Wall St. Rank hold HYB as of Q4 2021.

  • Next Financial Group reported no remaining New America High Income Fund, Inc. position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 276 New America High Income Fund, Inc. shares in Q4 2021, an estimated $3K.
  • Next Financial Group first reported a position in New America High Income Fund, Inc. in Q3 2021 and held it in 1 quarter.
  • Next Financial Group's New America High Income Fund, Inc. position peaked at $3K in Q3 2021.
  • 51 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.