NFG
IRY

Next Financial Group’s SPDR S&P International Health Care Sector IRY Stock Holding History

Next Financial Group’s Portfolio IRY Stock Details IRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-130
Closed -$6K – 1971
2016
Q1 		$6K Sell
130
-45
-26% -$2.1K ﹤0.01% 1353
2015
Q4 		$8K Hold
175
– – ﹤0.01% 1275
2015
Q3 		$8K Buy
+175
New +$9.16K ﹤0.01% 1308

Other funds holding IRY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Next Financial Group's IRY Position: Q2 2016 in Review

Next Financial Group sold out of SPDR S&P International Health Care Sector (IRY) in Q2 2016, closing a stake of 130 shares — an estimated $6K sold.

Next Financial Group first reported a position in IRY in Q3 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2015. 23 funds tracked by Wall St. Rank hold IRY as of Q2 2016.

  • Next Financial Group reported no remaining SPDR S&P International Health Care Sector position as of Q2 2016 after selling out during the quarter.
  • Next Financial Group sold 130 SPDR S&P International Health Care Sector shares in Q2 2016, an estimated $6K.
  • Next Financial Group first reported a position in SPDR S&P International Health Care Sector in Q3 2015 and held it in 3 quarters.
  • Next Financial Group's SPDR S&P International Health Care Sector position peaked at $8K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q2 2016.

Based on Next Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.