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Next Financial Group’s Kingstone Companies KINS Stock Holding History

Next Financial Group’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-203
Closed -$3K – 877
2017
Q3 		$3K Hold
203
– – ﹤0.01% 1543
2017
Q2 		$3K Hold
203
– – ﹤0.01% 1672
2017
Q1 		$3K Buy
+203
New +$2.8K ﹤0.01% 1630

Other funds holding KINS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Next Financial Group's KINS Position: Q4 2017 in Review

Next Financial Group sold out of Kingstone Companies (KINS) in Q4 2017, closing a stake of 203 shares — an estimated $3K sold.

Next Financial Group first reported a position in KINS in Q1 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2017. 80 funds tracked by Wall St. Rank hold KINS as of Q4 2017.

  • Next Financial Group reported no remaining Kingstone Companies position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 203 Kingstone Companies shares in Q4 2017, an estimated $3K.
  • Next Financial Group first reported a position in Kingstone Companies in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's Kingstone Companies position peaked at $3K in Q3 2017.
  • 80 funds tracked by Wall St. Rank held Kingstone Companies as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.