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Next Financial Group’s State Street SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History

Next Financial Group’s Portfolio NZAC Stock Details NZAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-300
Closed -$6K – 1902
2017
Q2 		$6K Hold
300
– – ﹤0.01% 1501
2017
Q1 		$6K Buy
+300
New +$5.85K ﹤0.01% 1460

Other funds holding NZAC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's NZAC Position: Q3 2017 in Review

Next Financial Group sold out of State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NZAC) in Q3 2017, closing a stake of 300 shares — an estimated $6K sold.

Next Financial Group first reported a position in NZAC in Q1 2017 and held it in 2 quarters. The position peaked at $6K in Q2 2017. 13 funds tracked by Wall St. Rank hold NZAC as of Q3 2017.

  • Next Financial Group reported no remaining State Street SPDR MSCI ACWI Climate Paris Aligned ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 300 State Street SPDR MSCI ACWI Climate Paris Aligned ETF shares in Q3 2017, an estimated $6K.
  • Next Financial Group first reported a position in State Street SPDR MSCI ACWI Climate Paris Aligned ETF in Q1 2017 and held it in 2 quarters.
  • Next Financial Group's State Street SPDR MSCI ACWI Climate Paris Aligned ETF position peaked at $6K in Q2 2017.
  • 13 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI Climate Paris Aligned ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.