NFG
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Next Financial Group’s Optical Cable Corp OCC Stock Holding History

Next Financial Group’s Portfolio OCC Stock Details OCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-125
Closed – – 2162
2016
Q4 		$0 Hold
125
– – ﹤0.01% 2452
2016
Q3 		$0 Buy
+125
New +$289 ﹤0.01% 2412

Other funds holding OCC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Next Financial Group sold out of Optical Cable Corp (OCC) in Q1 2017, closing a stake of 125 shares.

Next Financial Group first reported a position in OCC in Q3 2016 and held it in 2 quarters. The position peaked at $0 in Q4 2016. 18 funds tracked by Wall St. Rank hold OCC as of Q1 2017.

  • Next Financial Group reported no remaining Optical Cable Corp position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 125 Optical Cable Corp shares in Q1 2017.
  • Next Financial Group first reported a position in Optical Cable Corp in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Optical Cable Corp position peaked at $0 in Q4 2016.
  • 18 funds tracked by Wall St. Rank held Optical Cable Corp as of Q1 2017.

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