Next Financial Group’s iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 JO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-250	Closed	-$4K	–	2028
2017 Q2	$4K	Hold	250	–	–	﹤0.01%	1640
2017 Q1	$5K	Buy	+250	New	+$5.14K	﹤0.01%	1537

Other funds holding JO

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's JO Position: Q3 2017 in Review

Next Financial Group sold out of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) in Q3 2017, closing a stake of 250 shares — an estimated $4K sold.

Next Financial Group first reported a position in JO in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 21 funds tracked by Wall St. Rank hold JO as of Q3 2017.

Next Financial Group reported no remaining iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 250 iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 shares in Q3 2017, an estimated $4K.
Next Financial Group first reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in Q1 2017 and held it in 2 quarters.
Next Financial Group's iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position peaked at $5K in Q1 2017.
21 funds tracked by Wall St. Rank held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.