Next Financial Group’s E-TRACS UBS Long Platinum ETN PTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-140	Closed	-$1K	–	2573
2016 Q4	$1K	Hold	140	–	–	﹤0.01%	2360
2016 Q3	$2K	Buy	+140	New	+$1.65K	﹤0.01%	2234
2014 Q4	–	Sell	-140	Closed	-$2K	–	2732
2014 Q3	$2K	Buy	+140	New	+$2.23K	﹤0.01%	2388

Other funds holding PTM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Next Financial Group sold out of E-TRACS UBS Long Platinum ETN (PTM) in Q1 2017, closing a stake of 140 shares — an estimated $1K sold.

Next Financial Group first reported a position in PTM in Q3 2014 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 8 funds tracked by Wall St. Rank hold PTM as of Q1 2017.

Next Financial Group reported no remaining E-TRACS UBS Long Platinum ETN position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 140 E-TRACS UBS Long Platinum ETN shares in Q1 2017, an estimated $1K.
Next Financial Group first reported a position in E-TRACS UBS Long Platinum ETN in Q3 2014 and held it in 3 quarters.
Next Financial Group's E-TRACS UBS Long Platinum ETN position peaked at $2K in Q3 2016.
8 funds tracked by Wall St. Rank held E-TRACS UBS Long Platinum ETN as of Q1 2017.

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