NFG
MLPW

Next Financial Group’s UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) MLPW Stock Holding History

Next Financial Group’s Portfolio MLPW Stock Details MLPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-350
Closed -$8K – 2512
2016
Q2 		$8K Hold
350
– – ﹤0.01% 1302
2016
Q1 		$6K Buy
350
+150
+75% +$2.74K ﹤0.01% 1352
2015
Q4 		$4K Buy
+200
New +$4.62K ﹤0.01% 1489

Next Financial Group's MLPW Position: Q3 2016 in Review

Next Financial Group sold out of UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) (MLPW) in Q3 2016, closing a stake of 350 shares — an estimated $8K sold.

Next Financial Group first reported a position in MLPW in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 0 funds tracked by Wall St. Rank hold MLPW as of Q3 2016.

  • Next Financial Group reported no remaining UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) position as of Q3 2016 after selling out during the quarter.
  • Next Financial Group sold 350 UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) shares in Q3 2016, an estimated $8K.
  • Next Financial Group first reported a position in UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) in Q4 2015 and held it in 3 quarters.
  • Next Financial Group's UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) position peaked at $8K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held UBS AG JERSEY BRANCH E TRACS LKD WELLS FARGO (CHE) as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.