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Next Financial Group’s Douglas Dynamics PLOW Stock Holding History

Next Financial Group’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-58
Closed -$3K – 2501
2019
Q3 		$3K Buy
+58
New +$2.43K ﹤0.01% 2036
2015
Q1 		– Sell
-342
Closed -$7K – 1935
2014
Q4 		$7K Buy
+342
New +$7.34K ﹤0.01% 1394

Other funds holding PLOW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Next Financial Group's PLOW Position: Q4 2019 in Review

Next Financial Group sold out of Douglas Dynamics (PLOW) in Q4 2019, closing a stake of 58 shares — an estimated $3K sold.

Next Financial Group first reported a position in PLOW in Q4 2014 and held it in 2 quarters. The position peaked at $7K in Q4 2014. 166 funds tracked by Wall St. Rank hold PLOW as of Q4 2019.

  • Next Financial Group reported no remaining Douglas Dynamics position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 58 Douglas Dynamics shares in Q4 2019, an estimated $3K.
  • Next Financial Group first reported a position in Douglas Dynamics in Q4 2014 and held it in 2 quarters.
  • Next Financial Group's Douglas Dynamics position peaked at $7K in Q4 2014.
  • 166 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.