Next Financial Group’s JELD-WEN Holding JELD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-103	Closed	-$2K	–	2442
2019 Q3	$2K	Sell	103 -85	-45%	-$1.64K	﹤0.01%	2116
2019 Q2	$4K	Sell	188 -25	-12%	-$504	﹤0.01%	1949
2019 Q1	$4K	Buy	+213	New	+$3.83K	﹤0.01%	1311

Other funds holding JELD

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's JELD Position: Q4 2019 in Review

Next Financial Group sold out of JELD-WEN Holding (JELD) in Q4 2019, closing a stake of 103 shares — an estimated $2K sold.

Next Financial Group first reported a position in JELD in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 150 funds tracked by Wall St. Rank hold JELD as of Q4 2019.

Next Financial Group reported no remaining JELD-WEN Holding position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 103 JELD-WEN Holding shares in Q4 2019, an estimated $2K.
Next Financial Group first reported a position in JELD-WEN Holding in Q1 2019 and held it in 3 quarters.
Next Financial Group's JELD-WEN Holding position peaked at $4K in Q2 2019.
150 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.