NFG
NL icon

Next Financial Group’s NLI Holdings NL Stock Holding History

Next Financial Group’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,000
Closed -$20K – 995
2017
Q3 		$20K Hold
2,000
– – 0.01% 974
2017
Q2 		$14K Sell
2,000
-1,000
-33% -$7.86K ﹤0.01% 1206
2017
Q1 		$24K Buy
3,000
+990
+49% +$6.69K 0.01% 981
2016
Q4 		$16K Buy
+2,010
New +$11K ﹤0.01% 1463

Other funds holding NL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Next Financial Group's NL Position: Q4 2017 in Review

Next Financial Group sold out of NLI Holdings (NL) in Q4 2017, closing a stake of 2,000 shares — an estimated $20K sold.

Next Financial Group first reported a position in NL in Q4 2016 and held it in 4 quarters. The position peaked at $24K in Q1 2017. 62 funds tracked by Wall St. Rank hold NL as of Q4 2017.

  • Next Financial Group reported no remaining NLI Holdings position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 2,000 NLI Holdings shares in Q4 2017, an estimated $20K.
  • Next Financial Group first reported a position in NLI Holdings in Q4 2016 and held it in 4 quarters.
  • Next Financial Group's NLI Holdings position peaked at $24K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held NLI Holdings as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.