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Next Financial Group’s KNOT Offshore Partners KNOP Stock Holding History

Next Financial Group’s Portfolio KNOP Stock Details KNOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$5K – 883
2017
Q3 		$5K Hold
200
– – ﹤0.01% 1422
2017
Q2 		$5K Hold
200
– – ﹤0.01% 1544
2017
Q1 		$5K Hold
200
– – ﹤0.01% 1511
2016
Q4 		$5K Buy
+200
New +$4.28K ﹤0.01% 1934

Other funds holding KNOP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

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

Next Financial Group sold out of KNOT Offshore Partners (KNOP) in Q4 2017, closing a stake of 200 shares — an estimated $5K sold.

Next Financial Group first reported a position in KNOP in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 51 funds tracked by Wall St. Rank hold KNOP as of Q4 2017.

  • Next Financial Group reported no remaining KNOT Offshore Partners position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 200 KNOT Offshore Partners shares in Q4 2017, an estimated $5K.
  • Next Financial Group first reported a position in KNOT Offshore Partners in Q4 2016 and held it in 4 quarters.
  • Next Financial Group's KNOT Offshore Partners position peaked at $5K in Q3 2017.
  • 51 funds tracked by Wall St. Rank held KNOT Offshore Partners as of Q4 2017.

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