Next Financial Group’s Plexus PLXS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-12	Closed	-$1K	–	1091
2017 Q3	$1K	Hold	12	–	–	﹤0.01%	1704
2017 Q2	$1K	Hold	12	–	–	﹤0.01%	1851
2017 Q1	$1K	Hold	12	–	–	﹤0.01%	1816
2016 Q4	$1K	Hold	12	–	–	﹤0.01%	2303
2016 Q3	$1K	Hold	12	–	–	﹤0.01%	2298
2016 Q2	$0	Hold	12	–	–	﹤0.01%	1830
2016 Q1	$0	Hold	12	–	–	﹤0.01%	1830
2015 Q4	$0	Hold	12	–	–	﹤0.01%	1913
2015 Q3	$0	Hold	12	–	–	﹤0.01%	1931
2015 Q2	$0	Hold	12	–	–	﹤0.01%	1934
2015 Q1	$0	Hold	12	–	–	﹤0.01%	1936
2014 Q4	$0	Hold	12	–	–	﹤0.01%	2238
2014 Q3	$0	Buy	+12	New	+$486	﹤0.01%	2552

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Next Financial Group sold out of Plexus (PLXS) in Q4 2017, closing a stake of 12 shares — an estimated $1K sold.

Next Financial Group first reported a position in PLXS in Q3 2014 and held it in 13 quarters. The position peaked at $1K in Q3 2017. 205 funds tracked by Wall St. Rank hold PLXS as of Q4 2017.

Next Financial Group reported no remaining Plexus position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 12 Plexus shares in Q4 2017, an estimated $1K.
Next Financial Group first reported a position in Plexus in Q3 2014 and held it in 13 quarters.
Next Financial Group's Plexus position peaked at $1K in Q3 2017.
205 funds tracked by Wall St. Rank held Plexus as of Q4 2017.

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