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Next Financial Group’s Rockwell Medical RMTI Stock Holding History

Next Financial Group’s Portfolio RMTI Stock Details RMTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-36
Closed -$26K – 2209
2016
Q4 		$26K Sell
36
-9
-20% -$6.22K ﹤0.01% 1260
2016
Q3 		$34K Buy
+45
New +$36.4K 0.01% 1116
2014
Q4 		– Sell
-205
Closed -$206K – 2278
2014
Q3 		$206K Buy
+205
New +$232K 0.04% 445

Other funds holding RMTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $107M AUM 82.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BA
BKS Advisors Southfield, Michigan $249M AUM 14.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's RMTI Position: Q1 2017 in Review

Next Financial Group sold out of Rockwell Medical (RMTI) in Q1 2017, closing a stake of 36 shares — an estimated $26K sold.

Next Financial Group first reported a position in RMTI in Q3 2014 and held it in 3 quarters. The position peaked at $206K in Q3 2014. 81 funds tracked by Wall St. Rank hold RMTI as of Q1 2017.

  • Next Financial Group reported no remaining Rockwell Medical position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 36 Rockwell Medical shares in Q1 2017, an estimated $26K.
  • Next Financial Group first reported a position in Rockwell Medical in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Rockwell Medical position peaked at $206K in Q3 2014.
  • 81 funds tracked by Wall St. Rank held Rockwell Medical as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.