Next Financial Group’s inTEST INTT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-400	Closed	-$2K	–	2250
2019 Q4	$2K	Hold	400	–	–	﹤0.01%	2172
2019 Q3	$2K	Hold	400	–	–	﹤0.01%	2114
2019 Q2	$2K	Buy	+400	New	+$2.31K	﹤0.01%	2117
2019 Q1	–	Sell	-400	Closed	-$2K	–	1867
2018 Q4	$2K	Hold	400	–	–	﹤0.01%	1742
2018 Q3	$3K	Buy	+400	New	+$3.23K	﹤0.01%	1253
2017 Q4	–	Sell	-400	Closed	-$4K	–	804
2017 Q3	$4K	Hold	400	–	–	﹤0.01%	1485
2017 Q2	$3K	Buy	+400	New	+$2.91K	﹤0.01%	1670

Other funds holding INTT

Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

JIC

Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Next Financial Group's INTT Position: Q1 2020 in Review

Next Financial Group sold out of inTEST (INTT) in Q1 2020, closing a stake of 400 shares — an estimated $2K sold.

Next Financial Group first reported a position in INTT in Q2 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2017. 29 funds tracked by Wall St. Rank hold INTT as of Q1 2020.

Next Financial Group reported no remaining inTEST position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 400 inTEST shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in inTEST in Q2 2017 and held it in 7 quarters.
Next Financial Group's inTEST position peaked at $4K in Q3 2017.
29 funds tracked by Wall St. Rank held inTEST as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.