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Next Financial Group’s ProShares UltraShort QQQ QID Stock Holding History

Next Financial Group’s Portfolio QID Stock Details QID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3
Closed -$6K – 2462
2016
Q3 		$6K Buy
+3
New +$6.23K ﹤0.01% 1873
2014
Q4 		– Sell
-3
Closed -$11K – 2259
2014
Q3 		$11K Buy
+3
New +$11.1K ﹤0.01% 1719

Other funds holding QID

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
MMG
Monetary Management Group St Louis, Missouri $419M AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Next Financial Group's QID Position: Q4 2016 in Review

Next Financial Group sold out of ProShares UltraShort QQQ (QID) in Q4 2016, closing a stake of 3 shares — an estimated $6K sold.

Next Financial Group first reported a position in QID in Q3 2014 and held it in 2 quarters. The position peaked at $11K in Q3 2014. 23 funds tracked by Wall St. Rank hold QID as of Q4 2016.

  • Next Financial Group reported no remaining ProShares UltraShort QQQ position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 3 ProShares UltraShort QQQ shares in Q4 2016, an estimated $6K.
  • Next Financial Group first reported a position in ProShares UltraShort QQQ in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's ProShares UltraShort QQQ position peaked at $11K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held ProShares UltraShort QQQ as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.