Next Financial Group’s Lions Gate Entertainment LGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-300	Closed	-$6K	–	2569
2016 Q3	$6K	Buy	+300	New	+$6.14K	﹤0.01%	1902
2015 Q1	–	Sell	-2,300	Closed	-$74K	–	2036
2014 Q4	$74K	Buy	2,300 +529	+30%	+$17.3K	0.02%	542
2014 Q3	$58K	Buy	+1,771	New	+$56.2K	0.01%	874

Other funds holding LGF

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Next Financial Group's LGF Position: Q4 2016 in Review

Next Financial Group sold out of Lions Gate Entertainment (LGF) in Q4 2016, closing a stake of 300 shares — an estimated $6K sold.

Next Financial Group first reported a position in LGF in Q3 2014 and held it in 3 quarters. The position peaked at $74K in Q4 2014. 3 funds tracked by Wall St. Rank hold LGF as of Q4 2016.

Next Financial Group reported no remaining Lions Gate Entertainment position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 300 Lions Gate Entertainment shares in Q4 2016, an estimated $6K.
Next Financial Group first reported a position in Lions Gate Entertainment in Q3 2014 and held it in 3 quarters.
Next Financial Group's Lions Gate Entertainment position peaked at $74K in Q4 2014.
3 funds tracked by Wall St. Rank held Lions Gate Entertainment as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.