NFG
PVA

Next Financial Group’s PENN VIRGINIA CORP PVA Stock Holding History

Next Financial Group’s Portfolio PVA Stock Details PVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,800
Closed – – 1955
2016
Q1 		$0 Hold
1,800
– – ﹤0.01% 1984
2015
Q4 		$0 Hold
1,800
– – ﹤0.01% 2051
2015
Q3 		$0 Hold
1,800
– – ﹤0.01% 2064
2015
Q2 		$7K Hold
1,800
– – ﹤0.01% 1410
2015
Q1 		$11K Hold
1,800
– – ﹤0.01% 1223
2014
Q4 		$12K Hold
1,800
– – ﹤0.01% 1190
2014
Q3 		$23K Buy
+1,800
New +$25.3K ﹤0.01% 1343

Other funds holding PVA

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return

Next Financial Group's PVA Position: Q2 2016 in Review

Next Financial Group sold out of PENN VIRGINIA CORP (PVA) in Q2 2016, closing a stake of 1,800 shares.

Next Financial Group first reported a position in PVA in Q3 2014 and held it in 7 quarters. The position peaked at $23K in Q3 2014. 4 funds tracked by Wall St. Rank hold PVA as of Q2 2016.

  • Next Financial Group reported no remaining PENN VIRGINIA CORP position as of Q2 2016 after selling out during the quarter.
  • Next Financial Group sold 1,800 PENN VIRGINIA CORP shares in Q2 2016.
  • Next Financial Group first reported a position in PENN VIRGINIA CORP in Q3 2014 and held it in 7 quarters.
  • Next Financial Group's PENN VIRGINIA CORP position peaked at $23K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held PENN VIRGINIA CORP as of Q2 2016.

Based on Next Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.