NFG
OBE

Next Financial Group’s Obsidian Energy OBE Stock Holding History

Next Financial Group’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-43
Closed – – 2489
2019
Q3 		$0 Hold
43
– – ﹤0.01% 2386
2019
Q2 		$0 Sell
43
-23
-35% -$41 ﹤0.01% 2362
2019
Q1 		$0 Hold
66
– – ﹤0.01% 1972
2018
Q4 		$0 Hold
66
– – ﹤0.01% 2053
2018
Q3 		$0 Buy
+66
New +$471 ﹤0.01% 1506
2017
Q4 		– Sell
-137
Closed -$1K – 1026
2017
Q3 		$1K Hold
137
– – ﹤0.01% 1701
2017
Q2 		$1K Buy
+137
New +$1.22K ﹤0.01% 1845

Other funds holding OBE

PCM
Proxima Capital Management New York $21M AUM 3.49% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCAP
Pratt Collard Advisory Partners Buffalo, New York $150M AUM 51.02% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Next Financial Group's OBE Position: Q4 2019 in Review

Next Financial Group sold out of Obsidian Energy (OBE) in Q4 2019, closing a stake of 43 shares.

Next Financial Group first reported a position in OBE in Q2 2017 and held it in 7 quarters. The position peaked at $1K in Q3 2017. 55 funds tracked by Wall St. Rank hold OBE as of Q4 2019.

  • Next Financial Group reported no remaining Obsidian Energy position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 43 Obsidian Energy shares in Q4 2019.
  • Next Financial Group first reported a position in Obsidian Energy in Q2 2017 and held it in 7 quarters.
  • Next Financial Group's Obsidian Energy position peaked at $1K in Q3 2017.
  • 55 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.