Next Financial Group’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-500	Closed	-$7K	–	2360
2016 Q4	$7K	Hold	500	–	–	﹤0.01%	1824
2016 Q3	$6K	Buy	+500	New	+$6K	﹤0.01%	1885
2015 Q3	–	Sell	-900	Closed	-$14K	–	1988
2015 Q2	$14K	Hold	900	–	–	﹤0.01%	1157
2015 Q1	$14K	Buy	+900	New	+$14.9K	﹤0.01%	1141

Other funds holding NXGN

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's NXGN Position: Q1 2017 in Review

Next Financial Group sold out of NextGen Healthcare, Inc. Common Stock (NXGN) in Q1 2017, closing a stake of 500 shares — an estimated $7K sold.

Next Financial Group first reported a position in NXGN in Q1 2015 and held it in 4 quarters. The position peaked at $14K in Q2 2015. 180 funds tracked by Wall St. Rank hold NXGN as of Q1 2017.

Next Financial Group reported no remaining NextGen Healthcare, Inc. Common Stock position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 500 NextGen Healthcare, Inc. Common Stock shares in Q1 2017, an estimated $7K.
Next Financial Group first reported a position in NextGen Healthcare, Inc. Common Stock in Q1 2015 and held it in 4 quarters.
Next Financial Group's NextGen Healthcare, Inc. Common Stock position peaked at $14K in Q2 2015.
180 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.