Next Financial Group’s Deutsche High Income Trust KHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-200	Closed	-$2K	–	2669
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	2379
2014 Q2	$2K	Buy	+200	New	+$1.88K	﹤0.01%	1107

Other funds holding KHI

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

Next Financial Group's KHI Position: Q4 2014 in Review

Next Financial Group sold out of Deutsche High Income Trust (KHI) in Q4 2014, closing a stake of 200 shares — an estimated $2K sold.

Next Financial Group first reported a position in KHI in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 31 funds tracked by Wall St. Rank hold KHI as of Q4 2014.

Next Financial Group reported no remaining Deutsche High Income Trust position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 200 Deutsche High Income Trust shares in Q4 2014, an estimated $2K.
Next Financial Group first reported a position in Deutsche High Income Trust in Q2 2014 and held it in 2 quarters.
Next Financial Group's Deutsche High Income Trust position peaked at $2K in Q3 2014.
31 funds tracked by Wall St. Rank held Deutsche High Income Trust as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.