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Next Financial Group’s Marcus & Millichap MMI Stock Holding History

Next Financial Group’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-70
Closed -$3K – 1905
2015
Q2 		$3K Hold
70
– – ﹤0.01% 1604
2015
Q1 		$2K Buy
+70
New +$2.5K ﹤0.01% 1692

Other funds holding MMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Next Financial Group sold out of Marcus & Millichap (MMI) in Q3 2015, closing a stake of 70 shares — an estimated $3K sold.

Next Financial Group first reported a position in MMI in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 132 funds tracked by Wall St. Rank hold MMI as of Q3 2015.

  • Next Financial Group reported no remaining Marcus & Millichap position as of Q3 2015 after selling out during the quarter.
  • Next Financial Group sold 70 Marcus & Millichap shares in Q3 2015, an estimated $3K.
  • Next Financial Group first reported a position in Marcus & Millichap in Q1 2015 and held it in 2 quarters.
  • Next Financial Group's Marcus & Millichap position peaked at $3K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2015.

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