Next Financial Group’s Global X Junior MLP ETF MLPJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-250	Closed	-$2K	–	2554
2016 Q4	$2K	Hold	250	–	–	﹤0.01%	2243
2016 Q3	$2K	Buy	+250	New	+$2.05K	﹤0.01%	2230
2014 Q4	–	Sell	-250	Closed	-$4K	–	2707
2014 Q3	$4K	Buy	+250	New	+$4.38K	﹤0.01%	2200

Other funds holding MLPJ

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

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

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

ICOA

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

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

Next Financial Group's MLPJ Position: Q1 2017 in Review

Next Financial Group sold out of Global X Junior MLP ETF (MLPJ) in Q1 2017, closing a stake of 250 shares — an estimated $2K sold.

Next Financial Group first reported a position in MLPJ in Q3 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 8 funds tracked by Wall St. Rank hold MLPJ as of Q1 2017.

Next Financial Group reported no remaining Global X Junior MLP ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 250 Global X Junior MLP ETF shares in Q1 2017, an estimated $2K.
Next Financial Group first reported a position in Global X Junior MLP ETF in Q3 2014 and held it in 3 quarters.
Next Financial Group's Global X Junior MLP ETF position peaked at $4K in Q3 2014.
8 funds tracked by Wall St. Rank held Global X Junior MLP ETF as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.