Next Financial Group’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,356	Closed	-$137K	–	1867
2017 Q2	$137K	Buy	+2,356	New	+$134K	0.03%	456

Other funds holding KBWP

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

MFBTD

MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

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

Next Financial Group sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2017, closing a stake of 2,356 shares — an estimated $137K sold.

Next Financial Group first reported a position in KBWP in Q2 2017 and held it in 1 quarter. The position peaked at $137K in Q2 2017. 27 funds tracked by Wall St. Rank hold KBWP as of Q3 2017.

Next Financial Group reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 2,356 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2017, an estimated $137K.
Next Financial Group first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2017 and held it in 1 quarter.
Next Financial Group's Invesco KBW Property & Casualty Insurance ETF position peaked at $137K in Q2 2017.
27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2017.

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