Next Financial Group’s SPDR S&P International Technology Sector IPK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-300	Closed	-$9K	–	2039
2015 Q2	$9K	Hold	300	–	–	﹤0.01%	1320
2015 Q1	$10K	Hold	300	–	–	﹤0.01%	1259
2014 Q4	$9K	Hold	300	–	–	﹤0.01%	1309
2014 Q3	$9K	Buy	+300	New	+$9.68K	﹤0.01%	1833

Other funds holding IPK

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's IPK Position: Q3 2015 in Review

Next Financial Group sold out of SPDR S&P International Technology Sector (IPK) in Q3 2015, closing a stake of 300 shares — an estimated $9K sold.

Next Financial Group first reported a position in IPK in Q3 2014 and held it in 4 quarters. The position peaked at $10K in Q1 2015. 9 funds tracked by Wall St. Rank hold IPK as of Q3 2015.

Next Financial Group reported no remaining SPDR S&P International Technology Sector position as of Q3 2015 after selling out during the quarter.
Next Financial Group sold 300 SPDR S&P International Technology Sector shares in Q3 2015, an estimated $9K.
Next Financial Group first reported a position in SPDR S&P International Technology Sector in Q3 2014 and held it in 4 quarters.
Next Financial Group's SPDR S&P International Technology Sector position peaked at $10K in Q1 2015.
9 funds tracked by Wall St. Rank held SPDR S&P International Technology Sector as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.