Next Financial Group’s ISHARES ENHANCED U.S. LARGE CAP ETF IELG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-4,598	Closed	-$151K	–	2507
2016 Q2	$151K	Buy	4,598 +39	+0.9%	+$1.26K	0.05%	362
2016 Q1	$147K	Buy	4,559 +23	+0.5%	+$704	0.05%	340
2015 Q4	$143K	Buy	4,536 +21	+0.5%	+$672	0.05%	337
2015 Q3	$139K	Buy	4,515 +21	+0.5%	+$673	0.05%	355
2015 Q2	$143K	Buy	4,494 +19	+0.4%	+$618	0.05%	379
2015 Q1	$144K	Buy	4,475 +24	+0.5%	+$774	0.05%	376
2014 Q4	$143K	Sell	4,451 -8,985	-67%	-$281K	0.05%	362
2014 Q3	$413K	Buy	+13,436	New	+$413K	0.08%	276

Next Financial Group's IELG Position: Q3 2016 in Review

Next Financial Group sold out of ISHARES ENHANCED U.S. LARGE CAP ETF (IELG) in Q3 2016, closing a stake of 4,598 shares — an estimated $151K sold.

Next Financial Group first reported a position in IELG in Q3 2014 and held it in 8 quarters. The position peaked at $413K in Q3 2014. 0 funds tracked by Wall St. Rank hold IELG as of Q3 2016.

Next Financial Group reported no remaining ISHARES ENHANCED U.S. LARGE CAP ETF position as of Q3 2016 after selling out during the quarter.
Next Financial Group sold 4,598 ISHARES ENHANCED U.S. LARGE CAP ETF shares in Q3 2016, an estimated $151K.
Next Financial Group first reported a position in ISHARES ENHANCED U.S. LARGE CAP ETF in Q3 2014 and held it in 8 quarters.
Next Financial Group's ISHARES ENHANCED U.S. LARGE CAP ETF position peaked at $413K in Q3 2014.
0 funds tracked by Wall St. Rank held ISHARES ENHANCED U.S. LARGE CAP ETF as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.