NFG
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Next Financial Group’s News Corp Class B NWS Stock Holding History

Next Financial Group’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-24
Closed – – 1020
2017
Q3 		$0 Hold
24
– – ﹤0.01% 1900
2017
Q2 		$0 Buy
+24
New +$323 ﹤0.01% 1957
2017
Q1 		– Sell
-24
Closed – – 2156
2016
Q4 		$0 Hold
24
– – ﹤0.01% 2451
2016
Q3 		$0 Hold
24
– – ﹤0.01% 2411
2016
Q2 		$0 Sell
24
-25
-51% -$312 ﹤0.01% 1819
2016
Q1 		$0 Sell
49
-9
-16% -$111 ﹤0.01% 1817
2015
Q4 		$0 Hold
58
– – ﹤0.01% 1899
2015
Q3 		$0 Buy
58
+12
+26% +$165 ﹤0.01% 1918
2015
Q2 		$0 Hold
46
– – ﹤0.01% 1921
2015
Q1 		$0 Hold
46
– – ﹤0.01% 1923
2014
Q4 		$1K Sell
46
-12
-21% -$180 ﹤0.01% 1822
2014
Q3 		$1K Buy
58
+49
+544% +$841 ﹤0.01% 2434
2014
Q2 		$0 Buy
+9
New +$152 ﹤0.01% 1229

Other funds holding NWS

SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Next Financial Group sold out of News Corp Class B (NWS) in Q4 2017, closing a stake of 24 shares.

Next Financial Group first reported a position in NWS in Q2 2014 and held it in 13 quarters. The position peaked at $1K in Q4 2014. 209 funds tracked by Wall St. Rank hold NWS as of Q4 2017.

  • Next Financial Group reported no remaining News Corp Class B position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 24 News Corp Class B shares in Q4 2017.
  • Next Financial Group first reported a position in News Corp Class B in Q2 2014 and held it in 13 quarters.
  • Next Financial Group's News Corp Class B position peaked at $1K in Q4 2014.
  • 209 funds tracked by Wall St. Rank held News Corp Class B as of Q4 2017.

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