NFG
PT

Next Financial Group’s PORTUGAL TELECOM SGPS, S.A. PT Stock Holding History

Next Financial Group’s Portfolio PT Stock Details PT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-125
Closed – – 2075
2015
Q1 		$0 Hold
125
– – ﹤0.01% 2059
2014
Q4 		$0 Sell
125
-320
-72% -$502 ﹤0.01% 2629
2014
Q3 		$1K Buy
+445
New +$1.01K ﹤0.01% 2485

Other funds holding PT

Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Next Financial Group's PT Position: Q2 2015 in Review

Next Financial Group sold out of PORTUGAL TELECOM SGPS, S.A. (PT) in Q2 2015, closing a stake of 125 shares.

Next Financial Group first reported a position in PT in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q3 2014. 4 funds tracked by Wall St. Rank hold PT as of Q2 2015.

  • Next Financial Group reported no remaining PORTUGAL TELECOM SGPS, S.A. position as of Q2 2015 after selling out during the quarter.
  • Next Financial Group sold 125 PORTUGAL TELECOM SGPS, S.A. shares in Q2 2015.
  • Next Financial Group first reported a position in PORTUGAL TELECOM SGPS, S.A. in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's PORTUGAL TELECOM SGPS, S.A. position peaked at $1K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held PORTUGAL TELECOM SGPS, S.A. as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.