Next Financial Group’s InterContinental Hotels IHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8	Closed	-$1K	–	2015
2018 Q3	$1K	Buy	+8	New	+$524	﹤0.01%	1395
2017 Q4	–	Sell	-10	Closed	-$1K	–	784
2017 Q3	$1K	Buy	+10	New	+$557	﹤0.01%	1687
2017 Q1	–	Sell	-1,269	Closed	-$62K	–	2064
2016 Q4	$62K	Sell	1,269 -1,190	-48%	-$53.8K	0.01%	872
2016 Q3	$113K	Buy	2,459 +1,343	+120%	+$61.5K	0.02%	619
2016 Q2	$46K	Sell	1,116 -2	-0.2%	-$93	0.01%	682
2016 Q1	$60K	Hold	1,118	–	–	0.02%	564
2015 Q4	$57K	Buy	1,118 +152	+16%	+$7.65K	0.02%	584
2015 Q3	$44K	Hold	966	–	–	0.02%	668
2015 Q2	$51K	Hold	966	–	–	0.02%	659
2015 Q1	$49K	Buy	966 +94	+11%	+$4.95K	0.02%	666
2014 Q4	$46K	Sell	872 -1,479	-63%	-$75.5K	0.02%	681
2014 Q3	$120K	Buy	+2,351	New	+$122K	0.02%	606

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Next Financial Group's IHG Position: Q4 2018 in Review

Next Financial Group sold out of InterContinental Hotels (IHG) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

Next Financial Group first reported a position in IHG in Q3 2014 and held it in 12 quarters. The position peaked at $120K in Q3 2014. 111 funds tracked by Wall St. Rank hold IHG as of Q4 2018.

Next Financial Group reported no remaining InterContinental Hotels position as of Q4 2018 after selling out during the quarter.
Next Financial Group sold 8 InterContinental Hotels shares in Q4 2018, an estimated $1K.
Next Financial Group first reported a position in InterContinental Hotels in Q3 2014 and held it in 12 quarters.
Next Financial Group's InterContinental Hotels position peaked at $120K in Q3 2014.
111 funds tracked by Wall St. Rank held InterContinental Hotels as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.