NFG
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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 – 2356
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $263B AUM 16.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return