Next Financial Group’s Navios Maritime Partners NMM Stock Holding History

Next Financial Group’s Portfolio NMM Stock Details NMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$63K	Hold	2,500	–	–	﹤0.01%	1374
2021 Q3	$81K	Sell	2,500 -2,500	-50%	-$65.7K	0.01%	1210
2021 Q2	$148K	Buy	+5,000	New	+$145K	0.01%	942
2017 Q4	–	Sell	-133	Closed	-$4K	–	996
2017 Q3	$4K	Sell	133 -270	-67%	-$7.66K	﹤0.01%	1493
2017 Q2	$10K	Buy	403 +153	+61%	+$4.11K	﹤0.01%	1316
2017 Q1	$8K	Sell	250 -253	-50%	-$7.01K	﹤0.01%	1361
2016 Q4	$11K	Sell	503 -1,734	-78%	-$38.8K	﹤0.01%	1609
2016 Q3	$47K	Buy	2,237 +2,104	+1,582%	+$45.9K	0.01%	970
2016 Q2	$2K	Buy	+133	New	+$2.86K	﹤0.01%	1598
2016 Q1	–	Sell	-8	Closed	–	–	1810
2015 Q4	$0	Sell	8 -7	-47%	-$547	﹤0.01%	1892
2015 Q3	$1K	Sell	15 -13	-46%	-$1.8K	﹤0.01%	1738
2015 Q2	$4K	Hold	28	–	–	﹤0.01%	1544
2015 Q1	$4K	Buy	28 +13	+87%	+$2.34K	﹤0.01%	1548
2014 Q4	$2K	Sell	15 -160	-91%	-$33.3K	﹤0.01%	1733
2014 Q3	$47K	Buy	175 +56	+47%	+$16.3K	0.01%	978
2014 Q2	$35K	Buy	+119	New	+$33.4K	0.02%	438

Other funds holding NMM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Globeflex Capital San Diego, California $661M AUM 50.59% 1-Year Est. Return

Next Financial Group's NMM Position: Q4 2021 in Review

Next Financial Group held its Navios Maritime Partners (NMM) position steady in Q4 2021 at 2,500 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Next Financial Group first reported a position in NMM in Q2 2014 and has held it in 16 quarters since. The position peaked at $148K in Q2 2021. 57 funds tracked by Wall St. Rank hold NMM as of Q4 2021.

Next Financial Group held 2,500 shares of Navios Maritime Partners worth $63K as of Q4 2021.
Next Financial Group left its Navios Maritime Partners share count unchanged in Q4 2021.
Navios Maritime Partners made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1374 holding.
Next Financial Group first reported a position in Navios Maritime Partners in Q2 2014 and has held it in 16 quarters since.
Next Financial Group's Navios Maritime Partners position peaked at $148K in Q2 2021.
57 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.