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Next Financial Group’s iShares Global Materials ETF MXI Stock Holding History

Next Financial Group’s Portfolio MXI Stock Details MXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-278
Closed -$15K – 2128
2016
Q4 		$15K Hold
278
– – ﹤0.01% 1488
2016
Q3 		$15K Buy
+278
New +$14.5K ﹤0.01% 1486
2015
Q2 		– Sell
-70
Closed -$3K – 1912
2015
Q1 		$3K Hold
70
– – ﹤0.01% 1620
2014
Q4 		$4K Hold
70
– – ﹤0.01% 1590
2014
Q3 		$4K Buy
+70
New +$4.47K ﹤0.01% 2152

Other funds holding MXI

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

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

Next Financial Group sold out of iShares Global Materials ETF (MXI) in Q1 2017, closing a stake of 278 shares — an estimated $15K sold.

Next Financial Group first reported a position in MXI in Q3 2014 and held it in 5 quarters. The position peaked at $15K in Q4 2016. 57 funds tracked by Wall St. Rank hold MXI as of Q1 2017.

  • Next Financial Group reported no remaining iShares Global Materials ETF position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 278 iShares Global Materials ETF shares in Q1 2017, an estimated $15K.
  • Next Financial Group first reported a position in iShares Global Materials ETF in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's iShares Global Materials ETF position peaked at $15K in Q4 2016.
  • 57 funds tracked by Wall St. Rank held iShares Global Materials ETF as of Q1 2017.

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