NFG
QEP

Next Financial Group’s QEP RESOURCES, INC. QEP Stock Holding History

Next Financial Group’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,200
Closed -$14K – 2150
2018
Q3 		$14K Buy
+1,200
New +$12.9K 0.01% 905
2017
Q4 		– Sell
-1,437
Closed -$13K – 1581
2017
Q3 		$13K Sell
1,437
-1,380
-49% -$11.3K ﹤0.01% 1130
2017
Q2 		$28K Sell
2,817
-4,178
-60% -$45.3K 0.01% 964
2017
Q1 		$83K Buy
6,995
+2,717
+64% +$42.8K 0.02% 556
2016
Q4 		$79K Hold
4,278
– – 0.01% 778
2016
Q3 		$84K Buy
4,278
+100
+2% +$1.84K 0.02% 739
2016
Q2 		$73K Hold
4,178
– – 0.02% 557
2016
Q1 		$58K Buy
4,178
+3,816
+1,054% +$44.2K 0.02% 583
2015
Q4 		$4K Sell
362
-3,816
-91% -$55.6K ﹤0.01% 1482
2015
Q3 		$52K Hold
4,178
– – 0.02% 622
2015
Q2 		$77K Sell
4,178
-300
-7% -$6.15K 0.03% 546
2015
Q1 		$93K Hold
4,478
– – 0.03% 486
2014
Q4 		$91K Sell
4,478
-100
-2% -$2.33K 0.03% 488
2014
Q3 		$141K Buy
4,578
+4,566
+38,050% +$153K 0.03% 555
2014
Q2 		$0 Buy
+12
New +$379 ﹤0.01% 1241

Other funds holding QEP

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
OAMA
Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return

Next Financial Group's QEP Position: Q4 2018 in Review

Next Financial Group sold out of QEP RESOURCES, INC. (QEP) in Q4 2018, closing a stake of 1,200 shares — an estimated $14K sold.

Next Financial Group first reported a position in QEP in Q2 2014 and held it in 15 quarters. The position peaked at $141K in Q3 2014. 290 funds tracked by Wall St. Rank hold QEP as of Q4 2018.

  • Next Financial Group reported no remaining QEP RESOURCES, INC. position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 1,200 QEP RESOURCES, INC. shares in Q4 2018, an estimated $14K.
  • Next Financial Group first reported a position in QEP RESOURCES, INC. in Q2 2014 and held it in 15 quarters.
  • Next Financial Group's QEP RESOURCES, INC. position peaked at $141K in Q3 2014.
  • 290 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.