Next Financial Group’s PBF LOGISTICS LP PBFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-750	Closed	-$15K	–	1531
2017 Q3	$15K	Hold	750	–	–	﹤0.01%	1074
2017 Q2	$15K	Hold	750	–	–	﹤0.01%	1192
2017 Q1	$16K	Buy	+750	New	+$15.4K	﹤0.01%	1127

Other funds holding PBFX

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Next Financial Group's PBFX Position: Q4 2017 in Review

Next Financial Group sold out of PBF LOGISTICS LP (PBFX) in Q4 2017, closing a stake of 750 shares — an estimated $15K sold.

Next Financial Group first reported a position in PBFX in Q1 2017 and held it in 3 quarters. The position peaked at $16K in Q1 2017. 53 funds tracked by Wall St. Rank hold PBFX as of Q4 2017.

Next Financial Group reported no remaining PBF LOGISTICS LP position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 750 PBF LOGISTICS LP shares in Q4 2017, an estimated $15K.
Next Financial Group first reported a position in PBF LOGISTICS LP in Q1 2017 and held it in 3 quarters.
Next Financial Group's PBF LOGISTICS LP position peaked at $16K in Q1 2017.
53 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.