Next Financial Group’s Pickens Morningstar Renewable Energy Response ETF RENW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,000	Closed	-$89K	–	2442
2019 Q1	$89K	Hold	4,000	–	–	0.02%	567
2018 Q4	$76K	Hold	4,000	–	–	0.02%	673
2018 Q3	$107K	Buy	+4,000	New	+$106K	0.05%	333

Other funds holding RENW

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EWM

Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

Next Financial Group's RENW Position: Q2 2019 in Review

Next Financial Group sold out of Pickens Morningstar Renewable Energy Response ETF (RENW) in Q2 2019, closing a stake of 4,000 shares — an estimated $89K sold.

Next Financial Group first reported a position in RENW in Q3 2018 and held it in 3 quarters. The position peaked at $107K in Q3 2018. 3 funds tracked by Wall St. Rank hold RENW as of Q2 2019.

Next Financial Group reported no remaining Pickens Morningstar Renewable Energy Response ETF position as of Q2 2019 after selling out during the quarter.
Next Financial Group sold 4,000 Pickens Morningstar Renewable Energy Response ETF shares in Q2 2019, an estimated $89K.
Next Financial Group first reported a position in Pickens Morningstar Renewable Energy Response ETF in Q3 2018 and held it in 3 quarters.
Next Financial Group's Pickens Morningstar Renewable Energy Response ETF position peaked at $107K in Q3 2018.
3 funds tracked by Wall St. Rank held Pickens Morningstar Renewable Energy Response ETF as of Q2 2019.

Based on Next Financial Group's 13F filing for Q2 2019, filed 16 Jul 2019.