Next Financial Group’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,739	Closed	-$63K	–	2279
2018 Q4	$63K	Buy	1,739 +1,639	+1,639%	+$49.9K	0.01%	740
2018 Q3	$4K	Buy	+100	New	+$3.91K	﹤0.01%	1227
2017 Q4	–	Sell	-146	Closed	-$4K	–	1667
2017 Q3	$4K	Sell	146 -154	-51%	-$3.82K	﹤0.01%	1511
2017 Q2	$8K	Hold	300	–	–	﹤0.01%	1429
2017 Q1	$9K	Buy	+300	New	+$7.72K	﹤0.01%	1341

Other funds holding MB

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Next Financial Group's MB Position: Q1 2019 in Review

Next Financial Group sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q1 2019, closing a stake of 1,739 shares — an estimated $63K sold.

Next Financial Group first reported a position in MB in Q1 2017 and held it in 5 quarters. The position peaked at $63K in Q4 2018. 1 fund tracked by Wall St. Rank holds MB as of Q1 2019.

Next Financial Group reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 1,739 MINDBODY, Inc. Class A Common Stock shares in Q1 2019, an estimated $63K.
Next Financial Group first reported a position in MINDBODY, Inc. Class A Common Stock in Q1 2017 and held it in 5 quarters.
Next Financial Group's MINDBODY, Inc. Class A Common Stock position peaked at $63K in Q4 2018.
1 fund tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.