NFG
KOL

Next Financial Group’s VanEck Vectors Coal ETF KOL Stock Holding History

Next Financial Group’s Portfolio KOL Stock Details KOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-21
Closed -$3K – 2005
2017
Q2 		$3K Hold
21
– – ﹤0.01% 1697
2017
Q1 		$3K Sell
21
-19
-48% -$2.52K ﹤0.01% 1653
2016
Q4 		$5K Buy
+40
New +$5.18K ﹤0.01% 1952
2014
Q4 		– Sell
-30
Closed -$5K – 2475
2014
Q3 		$5K Buy
+30
New +$5.64K ﹤0.01% 2086

Other funds holding KOL

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

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

Next Financial Group sold out of VanEck Vectors Coal ETF (KOL) in Q3 2017, closing a stake of 21 shares — an estimated $3K sold.

Next Financial Group first reported a position in KOL in Q3 2014 and held it in 4 quarters. The position peaked at $5K in Q4 2016. 29 funds tracked by Wall St. Rank hold KOL as of Q3 2017.

  • Next Financial Group reported no remaining VanEck Vectors Coal ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 21 VanEck Vectors Coal ETF shares in Q3 2017, an estimated $3K.
  • Next Financial Group first reported a position in VanEck Vectors Coal ETF in Q3 2014 and held it in 4 quarters.
  • Next Financial Group's VanEck Vectors Coal ETF position peaked at $5K in Q4 2016.
  • 29 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q3 2017.

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