NFG
LMIA

Next Financial Group’s LMI Aerospace Inc LMIA Stock Holding History

Next Financial Group’s Portfolio LMIA Stock Details LMIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-135
Closed -$2K – 2541
2014
Q3 		$2K Buy
+135
New +$1.85K ﹤0.01% 2368

Other funds holding LMIA

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's LMIA Position: Q4 2014 in Review

Next Financial Group sold out of LMI Aerospace Inc (LMIA) in Q4 2014, closing a stake of 135 shares — an estimated $2K sold.

Next Financial Group first reported a position in LMIA in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 55 funds tracked by Wall St. Rank hold LMIA as of Q4 2014.

  • Next Financial Group reported no remaining LMI Aerospace Inc position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 135 LMI Aerospace Inc shares in Q4 2014, an estimated $2K.
  • Next Financial Group first reported a position in LMI Aerospace Inc in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's LMI Aerospace Inc position peaked at $2K in Q3 2014.
  • 55 funds tracked by Wall St. Rank held LMI Aerospace Inc as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.