Next Financial Group’s Q2 Holdings QTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-17	Closed	-$1K	–	2507
2019 Q3	$1K	Buy	17 +8	+89%	+$661	﹤0.01%	2254
2019 Q2	$1K	Buy	+9	New	+$651	﹤0.01%	2242
2019 Q1	–	Sell	-9	Closed	–	–	2021
2018 Q4	$0	Buy	+9	New	+$459	﹤0.01%	2076

Other funds holding QTWO

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Next Financial Group's QTWO Position: Q4 2019 in Review

Next Financial Group sold out of Q2 Holdings (QTWO) in Q4 2019, closing a stake of 17 shares — an estimated $1K sold.

Next Financial Group first reported a position in QTWO in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 202 funds tracked by Wall St. Rank hold QTWO as of Q4 2019.

Next Financial Group reported no remaining Q2 Holdings position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 17 Q2 Holdings shares in Q4 2019, an estimated $1K.
Next Financial Group first reported a position in Q2 Holdings in Q4 2018 and held it in 3 quarters.
Next Financial Group's Q2 Holdings position peaked at $1K in Q3 2019.
202 funds tracked by Wall St. Rank held Q2 Holdings as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.