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Next Financial Group’s RH RH Stock Holding History

Next Financial Group’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-862
Closed -$184K – 2352
2019
Q4 		$184K Buy
+862
New +$168K 0.02% 730
2016
Q3 		– Sell
-50
Closed -$1K – 2422
2016
Q2 		$1K Hold
50
– – ﹤0.01% 1686
2016
Q1 		$2K Hold
50
– – ﹤0.01% 1560
2015
Q4 		$3K Hold
50
– – ﹤0.01% 1530
2015
Q3 		$4K Hold
50
– – ﹤0.01% 1494
2015
Q2 		$4K Hold
50
– – ﹤0.01% 1549
2015
Q1 		$4K Hold
50
– – ﹤0.01% 1556
2014
Q4 		$5K Hold
50
– – ﹤0.01% 1507
2014
Q3 		$4K Buy
+50
New +$4.18K ﹤0.01% 2165

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Next Financial Group's RH Position: Q1 2020 in Review

Next Financial Group sold out of RH (RH) in Q1 2020, closing a stake of 862 shares — an estimated $184K sold.

Next Financial Group first reported a position in RH in Q3 2014 and held it in 9 quarters. The position peaked at $184K in Q4 2019. 265 funds tracked by Wall St. Rank hold RH as of Q1 2020.

  • Next Financial Group reported no remaining RH position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 862 RH shares in Q1 2020, an estimated $184K.
  • Next Financial Group first reported a position in RH in Q3 2014 and held it in 9 quarters.
  • Next Financial Group's RH position peaked at $184K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held RH as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.