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Next Financial Group’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Next Financial Group’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$5K – 1915
2017
Q2 		$5K Hold
200
– – ﹤0.01% 1554
2017
Q1 		$5K Buy
+200
New +$5.75K ﹤0.01% 1522
2016
Q3 		– Sell
-235
Closed -$4K – 2416
2016
Q2 		$4K Buy
+235
New +$4.7K ﹤0.01% 1473

Other funds holding PICK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Next Financial Group's PICK Position: Q3 2017 in Review

Next Financial Group sold out of iShares MSCI Global Metals & Mining Producers ETF (PICK) in Q3 2017, closing a stake of 200 shares — an estimated $5K sold.

Next Financial Group first reported a position in PICK in Q2 2016 and held it in 3 quarters. The position peaked at $5K in Q2 2017. 46 funds tracked by Wall St. Rank hold PICK as of Q3 2017.

  • Next Financial Group reported no remaining iShares MSCI Global Metals & Mining Producers ETF position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 200 iShares MSCI Global Metals & Mining Producers ETF shares in Q3 2017, an estimated $5K.
  • Next Financial Group first reported a position in iShares MSCI Global Metals & Mining Producers ETF in Q2 2016 and held it in 3 quarters.
  • Next Financial Group's iShares MSCI Global Metals & Mining Producers ETF position peaked at $5K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held iShares MSCI Global Metals & Mining Producers ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.