NFG
IFNA

Next Financial Group’s ISHARES NORTH AMERICA REAL ESTATE ETF IFNA Stock Holding History

Next Financial Group’s Portfolio IFNA Stock Details IFNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,847
Closed -$170K – 2058
2015
Q1 		$170K Sell
2,847
-7,726
-73% -$463K 0.05% 343
2014
Q4 		$604K Sell
10,573
-3,247
-23% -$180K 0.2% 121
2014
Q3 		$707K Buy
+13,820
New +$744K 0.14% 161

Other funds holding IFNA

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
ICOA
Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Next Financial Group's IFNA Position: Q2 2015 in Review

Next Financial Group sold out of ISHARES NORTH AMERICA REAL ESTATE ETF (IFNA) in Q2 2015, closing a stake of 2,847 shares — an estimated $170K sold.

Next Financial Group first reported a position in IFNA in Q3 2014 and held it in 3 quarters. The position peaked at $707K in Q3 2014. 18 funds tracked by Wall St. Rank hold IFNA as of Q2 2015.

  • Next Financial Group reported no remaining ISHARES NORTH AMERICA REAL ESTATE ETF position as of Q2 2015 after selling out during the quarter.
  • Next Financial Group sold 2,847 ISHARES NORTH AMERICA REAL ESTATE ETF shares in Q2 2015, an estimated $170K.
  • Next Financial Group first reported a position in ISHARES NORTH AMERICA REAL ESTATE ETF in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's ISHARES NORTH AMERICA REAL ESTATE ETF position peaked at $707K in Q3 2014.
  • 18 funds tracked by Wall St. Rank held ISHARES NORTH AMERICA REAL ESTATE ETF as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.