Next Financial Group’s Nutanix NTNX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-391	Closed	-$6K	–	1455
2020 Q1	$6K	Hold	391	–	–	﹤0.01%	1667
2019 Q4	$12K	Hold	391	–	–	﹤0.01%	1710
2019 Q3	$10K	Buy	391 +148	+61%	+$3.49K	﹤0.01%	1706
2019 Q2	$6K	Buy	+243	New	+$8.47K	﹤0.01%	1841
2019 Q1	–	Sell	-243	Closed	-$10K	–	1969
2018 Q4	$10K	Buy	+243	New	+$10K	﹤0.01%	1343
2017 Q3	–	Sell	-468	Closed	-$9K	–	1899
2017 Q2	$9K	Sell	468 -732	-61%	-$12.8K	﹤0.01%	1355
2017 Q1	$18K	Buy	+1,200	New	+$32.2K	0.01%	1090

Other funds holding NTNX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Next Financial Group's NTNX Position: Q2 2020 in Review

Next Financial Group sold out of Nutanix (NTNX) in Q2 2020, closing a stake of 391 shares — an estimated $6K sold.

Next Financial Group first reported a position in NTNX in Q1 2017 and held it in 7 quarters. The position peaked at $18K in Q1 2017. 254 funds tracked by Wall St. Rank hold NTNX as of Q2 2020.

Next Financial Group reported no remaining Nutanix position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 391 Nutanix shares in Q2 2020, an estimated $6K.
Next Financial Group first reported a position in Nutanix in Q1 2017 and held it in 7 quarters.
Next Financial Group's Nutanix position peaked at $18K in Q1 2017.
254 funds tracked by Wall St. Rank held Nutanix as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.