NFG
MCRO

Next Financial Group’s IQ Hedge Macro Tracker MCRO Stock Holding History

Next Financial Group’s Portfolio MCRO Stock Details MCRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-240
Closed -$6K – 2512
2019
Q2 		$6K Buy
+240
New +$6.25K ﹤0.01% 1862
2019
Q1 		– Sell
-240
Closed -$6K – 2303
2018
Q4 		$6K Buy
+240
New +$6.14K ﹤0.01% 1530
2017
Q4 		– Sell
-240
Closed -$6K – 1759
2017
Q3 		$6K Hold
240
– – ﹤0.01% 1402
2017
Q2 		$6K Hold
240
– – ﹤0.01% 1526
2017
Q1 		$6K Buy
+240
New +$6.01K ﹤0.01% 1494

Other funds holding MCRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's MCRO Position: Q3 2019 in Review

Next Financial Group sold out of IQ Hedge Macro Tracker (MCRO) in Q3 2019, closing a stake of 240 shares — an estimated $6K sold.

Next Financial Group first reported a position in MCRO in Q1 2017 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 8 funds tracked by Wall St. Rank hold MCRO as of Q3 2019.

  • Next Financial Group reported no remaining IQ Hedge Macro Tracker position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 240 IQ Hedge Macro Tracker shares in Q3 2019, an estimated $6K.
  • Next Financial Group first reported a position in IQ Hedge Macro Tracker in Q1 2017 and held it in 5 quarters.
  • Next Financial Group's IQ Hedge Macro Tracker position peaked at $6K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held IQ Hedge Macro Tracker as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.