NFG
KOP icon

Next Financial Group’s Koppers KOP Stock Holding History

Next Financial Group’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-458
Closed -$14K – 2449
2019
Q3 		$14K Buy
458
+24
+6% +$665 ﹤0.01% 1580
2019
Q2 		$13K Sell
434
-434
-50% -$12.1K ﹤0.01% 1604
2019
Q1 		$22K Buy
868
+168
+24% +$3.95K 0.01% 937
2018
Q4 		$12K Buy
+700
New +$16.5K ﹤0.01% 1282

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's KOP Position: Q4 2019 in Review

Next Financial Group sold out of Koppers (KOP) in Q4 2019, closing a stake of 458 shares — an estimated $14K sold.

Next Financial Group first reported a position in KOP in Q4 2018 and held it in 4 quarters. The position peaked at $22K in Q1 2019. 180 funds tracked by Wall St. Rank hold KOP as of Q4 2019.

  • Next Financial Group reported no remaining Koppers position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 458 Koppers shares in Q4 2019, an estimated $14K.
  • Next Financial Group first reported a position in Koppers in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Koppers position peaked at $22K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Koppers as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.