NFG
PER

Next Financial Group’s SANDRIDGE PERMIAN TRUST PER Stock Holding History

Next Financial Group’s Portfolio PER Stock Details PER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,450
Closed -$7K – 2408
2016
Q4 		$7K Hold
2,450
– – ﹤0.01% 1830
2016
Q3 		$7K Buy
+2,450
New +$6.42K ﹤0.01% 1828
2014
Q4 		– Sell
-950
Closed -$9K – 2467
2014
Q3 		$9K Buy
+950
New +$11.2K ﹤0.01% 1825

Other funds holding PER

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Next Financial Group sold out of SANDRIDGE PERMIAN TRUST (PER) in Q1 2017, closing a stake of 2,450 shares — an estimated $7K sold.

Next Financial Group first reported a position in PER in Q3 2014 and held it in 3 quarters. The position peaked at $9K in Q3 2014. 35 funds tracked by Wall St. Rank hold PER as of Q1 2017.

  • Next Financial Group reported no remaining SANDRIDGE PERMIAN TRUST position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 2,450 SANDRIDGE PERMIAN TRUST shares in Q1 2017, an estimated $7K.
  • Next Financial Group first reported a position in SANDRIDGE PERMIAN TRUST in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's SANDRIDGE PERMIAN TRUST position peaked at $9K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held SANDRIDGE PERMIAN TRUST as of Q1 2017.

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