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Next Financial Group’s Monarch Casino & Resort MCRI Stock Holding History

Next Financial Group’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-55
Closed -$2K – 2467
2019
Q3 		$2K Sell
55
-62
-53% -$2.76K ﹤0.01% 2124
2019
Q2 		$5K Buy
+117
New +$5.12K ﹤0.01% 1896

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
LCM
Lafitte Capital Management Austin, Texas $49.5M AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Next Financial Group sold out of Monarch Casino & Resort (MCRI) in Q4 2019, closing a stake of 55 shares — an estimated $2K sold.

Next Financial Group first reported a position in MCRI in Q2 2019 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 110 funds tracked by Wall St. Rank hold MCRI as of Q4 2019.

  • Next Financial Group reported no remaining Monarch Casino & Resort position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 55 Monarch Casino & Resort shares in Q4 2019, an estimated $2K.
  • Next Financial Group first reported a position in Monarch Casino & Resort in Q2 2019 and held it in 2 quarters.
  • Next Financial Group's Monarch Casino & Resort position peaked at $5K in Q2 2019.
  • 110 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2019.

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