Next Financial Group’s PLUM CREEK TIMBER CO (REIT) PCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-150	Closed	-$7K	–	1975
2015 Q4	$7K	Hold	150	–	–	﹤0.01%	1320
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	1456
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	1457
2015 Q1	$6K	Buy	150 +100	+200%	+$4.36K	﹤0.01%	1458
2014 Q4	$2K	Sell	50 -850	-94%	-$34.9K	﹤0.01%	1771
2014 Q3	$35K	Buy	+900	New	+$37.5K	0.01%	1141

Other funds holding PCL

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

CCC

Chelsea Counsel Company Los Angeles, California $225M AUM 45.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MAM

Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return

Next Financial Group's PCL Position: Q1 2016 in Review

Next Financial Group sold out of PLUM CREEK TIMBER CO (REIT) (PCL) in Q1 2016, closing a stake of 150 shares — an estimated $7K sold.

Next Financial Group first reported a position in PCL in Q3 2014 and held it in 6 quarters. The position peaked at $35K in Q3 2014. 4 funds tracked by Wall St. Rank hold PCL as of Q1 2016.

Next Financial Group reported no remaining PLUM CREEK TIMBER CO (REIT) position as of Q1 2016 after selling out during the quarter.
Next Financial Group sold 150 PLUM CREEK TIMBER CO (REIT) shares in Q1 2016, an estimated $7K.
Next Financial Group first reported a position in PLUM CREEK TIMBER CO (REIT) in Q3 2014 and held it in 6 quarters.
Next Financial Group's PLUM CREEK TIMBER CO (REIT) position peaked at $35K in Q3 2014.
4 funds tracked by Wall St. Rank held PLUM CREEK TIMBER CO (REIT) as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.