NFG
NYC

Next Financial Group’s ISHARES NYSE COMPOSITE ETF NYC Stock Holding History

Next Financial Group’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$10K – 2666
2014
Q3 		$10K Buy
+100
New +$9.96K ﹤0.01% 1782

Next Financial Group's NYC Position: Q4 2014 in Review

Next Financial Group sold out of ISHARES NYSE COMPOSITE ETF (NYC) in Q4 2014, closing a stake of 100 shares — an estimated $10K sold.

Next Financial Group first reported a position in NYC in Q3 2014 and held it in 1 quarter. The position peaked at $10K in Q3 2014. 0 funds tracked by Wall St. Rank hold NYC as of Q4 2014.

  • Next Financial Group reported no remaining ISHARES NYSE COMPOSITE ETF position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 100 ISHARES NYSE COMPOSITE ETF shares in Q4 2014, an estimated $10K.
  • Next Financial Group first reported a position in ISHARES NYSE COMPOSITE ETF in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's ISHARES NYSE COMPOSITE ETF position peaked at $10K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES NYSE COMPOSITE ETF as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.