NFG
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Next Financial Group’s FlexShares STOXX Global Broad Infrastructure Index Fund NFRA Stock Holding History

Next Financial Group’s Portfolio NFRA Stock Details NFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-275
Closed -$13K – 1891
2017
Q2 		$13K Hold
275
– – ﹤0.01% 1238
2017
Q1 		$13K Buy
+275
New +$12.3K ﹤0.01% 1185

Other funds holding NFRA

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Next Financial Group's NFRA Position: Q3 2017 in Review

Next Financial Group sold out of FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) in Q3 2017, closing a stake of 275 shares — an estimated $13K sold.

Next Financial Group first reported a position in NFRA in Q1 2017 and held it in 2 quarters. The position peaked at $13K in Q2 2017. 42 funds tracked by Wall St. Rank hold NFRA as of Q3 2017.

  • Next Financial Group reported no remaining FlexShares STOXX Global Broad Infrastructure Index Fund position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 275 FlexShares STOXX Global Broad Infrastructure Index Fund shares in Q3 2017, an estimated $13K.
  • Next Financial Group first reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund in Q1 2017 and held it in 2 quarters.
  • Next Financial Group's FlexShares STOXX Global Broad Infrastructure Index Fund position peaked at $13K in Q2 2017.
  • 42 funds tracked by Wall St. Rank held FlexShares STOXX Global Broad Infrastructure Index Fund as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.