NFG
RESN

Next Financial Group’s Resonant Inc. RESN Stock Holding History

Next Financial Group’s Portfolio RESN Stock Details RESN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,500
Closed -$7K – 1550
2017
Q3 		$7K Hold
1,500
– – ﹤0.01% 1346
2017
Q2 		$7K Hold
1,500
– – ﹤0.01% 1467
2017
Q1 		$7K Hold
1,500
– – ﹤0.01% 1426
2016
Q4 		$8K Hold
1,500
– – ﹤0.01% 1776
2016
Q3 		$8K Sell
1,500
-5,000
-77% -$25.6K ﹤0.01% 1783
2016
Q2 		$28K Hold
6,500
– – 0.01% 849
2016
Q1 		$18K Hold
6,500
– – 0.01% 983
2015
Q4 		$17K Hold
6,500
– – 0.01% 997
2015
Q3 		$30K Hold
6,500
– – 0.01% 821
2015
Q2 		$19K Hold
6,500
– – 0.01% 1032
2015
Q1 		$45K Buy
+6,500
New +$82.4K 0.01% 706

Other funds holding RESN

IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's RESN Position: Q4 2017 in Review

Next Financial Group sold out of Resonant Inc. (RESN) in Q4 2017, closing a stake of 1,500 shares — an estimated $7K sold.

Next Financial Group first reported a position in RESN in Q1 2015 and held it in 11 quarters. The position peaked at $45K in Q1 2015. 27 funds tracked by Wall St. Rank hold RESN as of Q4 2017.

  • Next Financial Group reported no remaining Resonant Inc. position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,500 Resonant Inc. shares in Q4 2017, an estimated $7K.
  • Next Financial Group first reported a position in Resonant Inc. in Q1 2015 and held it in 11 quarters.
  • Next Financial Group's Resonant Inc. position peaked at $45K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held Resonant Inc. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.