NFG
IOC

Next Financial Group’s Interoil Corporation IOC Stock Holding History

Next Financial Group’s Portfolio IOC Stock Details IOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-400
Closed -$19K – 2512
2016
Q4 		$19K Hold
400
– – ﹤0.01% 1407
2016
Q3 		$20K Buy
+400
New +$19.6K ﹤0.01% 1378
2016
Q2 		– Sell
-675
Closed -$21K – 1923
2016
Q1 		$21K Buy
675
+475
+238% +$13.4K 0.01% 922
2015
Q4 		$6K Sell
200
-900
-82% -$33.1K ﹤0.01% 1358
2015
Q3 		$37K Buy
+1,100
New +$44.5K 0.01% 742
2015
Q2 		– Sell
-800
Closed -$36K – 2045
2015
Q1 		$36K Sell
800
-500
-38% -$21.4K 0.01% 780
2014
Q4 		$63K Sell
1,300
-5,500
-81% -$294K 0.02% 583
2014
Q3 		$369K Buy
+6,800
New +$397K 0.07% 304

Other funds holding IOC

TCM
Tufton Capital Management Hunt Valley, Maryland $550M AUM 24.82% 1-Year Est. Return
TCM
Texan Capital Management Houston, Texas $154M AUM 10.81% 1-Year Est. Return

Next Financial Group's IOC Position: Q1 2017 in Review

Next Financial Group sold out of Interoil Corporation (IOC) in Q1 2017, closing a stake of 400 shares — an estimated $19K sold.

Next Financial Group first reported a position in IOC in Q3 2014 and held it in 8 quarters. The position peaked at $369K in Q3 2014. 3 funds tracked by Wall St. Rank hold IOC as of Q1 2017.

  • Next Financial Group reported no remaining Interoil Corporation position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 400 Interoil Corporation shares in Q1 2017, an estimated $19K.
  • Next Financial Group first reported a position in Interoil Corporation in Q3 2014 and held it in 8 quarters.
  • Next Financial Group's Interoil Corporation position peaked at $369K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Interoil Corporation as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.