Next Financial Group
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Next Financial Group’s abrdn Australia Equity Fund IAF Stock Holding History

Next Financial Group’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-500
Closed -$9K – 761
2017
Q3 		$9K Hold
500
– – ﹤0.01% 1250
2017
Q2 		$9K Hold
500
– – ﹤0.01% 1349
2017
Q1 		$9K Sell
500
-283
-36% -$5.03K ﹤0.01% 1317
2016
Q4 		$13K Sell
783
-1,823
-70% -$30.6K ﹤0.01% 1536
2016
Q3 		$46K Buy
2,606
+315
+14% +$5.48K 0.01% 979
2016
Q2 		$38K Buy
2,291
+31
+1% +$525 0.01% 736
2016
Q1 		$37K Buy
2,260
+69
+3% +$1.07K 0.01% 717
2015
Q4 		$35K Buy
2,191
+674
+44% +$11.2K 0.01% 736
2015
Q3 		$24K Sell
1,517
-326
-18% -$5.7K 0.01% 884
2015
Q2 		$35K Sell
1,843
-267
-13% -$5.58K 0.01% 798
2015
Q1 		$45K Hold
2,110
– – 0.01% 701
2014
Q4 		$43K Sell
2,110
-2,241
-52% -$50.6K 0.01% 711
2014
Q3 		$102K Sell
4,351
-1,071
-20% -$28.3K 0.02% 650
2014
Q2 		$143K Buy
+5,422
New +$147K 0.07% 192

Other funds holding IAF

1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
RB Capital Management
RB Capital Management Reno, Nevada $513M AUM 23.42% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Next Financial Group's IAF Position: Q4 2017 in Review

Next Financial Group sold out of abrdn Australia Equity Fund (IAF) in Q4 2017, closing a stake of 500 shares — an estimated $9K sold.

Next Financial Group first reported a position in IAF in Q2 2014 and held it in 14 quarters. The position peaked at $143K in Q2 2014. 31 funds tracked by Wall St. Rank hold IAF as of Q4 2017.

  • Next Financial Group reported no remaining abrdn Australia Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 500 abrdn Australia Equity Fund shares in Q4 2017, an estimated $9K.
  • Next Financial Group first reported a position in abrdn Australia Equity Fund in Q2 2014 and held it in 14 quarters.
  • Next Financial Group's abrdn Australia Equity Fund position peaked at $143K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.