Next Financial Group’s SPDR S&P INTERNATIONAL MID CAP ETF MDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-200	Closed	-$6K	–	2098
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	1461
2015 Q1	$6K	Hold	200	–	–	﹤0.01%	1464
2014 Q4	$6K	Hold	200	–	–	﹤0.01%	1468
2014 Q3	$6K	Buy	+200	New	+$6.72K	﹤0.01%	2032

Other funds holding MDD

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Next Financial Group's MDD Position: Q3 2015 in Review

Next Financial Group sold out of SPDR S&P INTERNATIONAL MID CAP ETF (MDD) in Q3 2015, closing a stake of 200 shares — an estimated $6K sold.

Next Financial Group first reported a position in MDD in Q3 2014 and held it in 4 quarters. The position peaked at $6K in Q2 2015. 23 funds tracked by Wall St. Rank hold MDD as of Q3 2015.

Next Financial Group reported no remaining SPDR S&P INTERNATIONAL MID CAP ETF position as of Q3 2015 after selling out during the quarter.
Next Financial Group sold 200 SPDR S&P INTERNATIONAL MID CAP ETF shares in Q3 2015, an estimated $6K.
Next Financial Group first reported a position in SPDR S&P INTERNATIONAL MID CAP ETF in Q3 2014 and held it in 4 quarters.
Next Financial Group's SPDR S&P INTERNATIONAL MID CAP ETF position peaked at $6K in Q2 2015.
23 funds tracked by Wall St. Rank held SPDR S&P INTERNATIONAL MID CAP ETF as of Q3 2015.

Based on Next Financial Group's 13F filing for Q3 2015, filed 20 Oct 2015.