Next Financial Group’s LRR ENERGY LP LRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-500	Closed	-$9K	–	2601
2014 Q3	$9K	Buy	+500	New	+$9.17K	﹤0.01%	1842

Other funds holding LRE

LRM

Lime Rock Management Westport, Connecticut $7.54M AUM 22.09% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Next Financial Group sold out of LRR ENERGY LP (LRE) in Q4 2014, closing a stake of 500 shares — an estimated $9K sold.

Next Financial Group first reported a position in LRE in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 44 funds tracked by Wall St. Rank hold LRE as of Q4 2014.

Next Financial Group reported no remaining LRR ENERGY LP position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 500 LRR ENERGY LP shares in Q4 2014, an estimated $9K.
Next Financial Group first reported a position in LRR ENERGY LP in Q3 2014 and held it in 1 quarter.
Next Financial Group's LRR ENERGY LP position peaked at $9K in Q3 2014.
44 funds tracked by Wall St. Rank held LRR ENERGY LP as of Q4 2014.

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