NFG
RSO

Next Financial Group’s Resource Capital Corp. RSO Stock Holding History

Next Financial Group’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-450
Closed -$9K – 2522
2014
Q3 		$9K Buy
+450
New +$9.74K ﹤0.01% 1831

Other funds holding RSO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
REMS
Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Next Financial Group's RSO Position: Q4 2014 in Review

Next Financial Group sold out of Resource Capital Corp. (RSO) in Q4 2014, closing a stake of 450 shares — an estimated $9K sold.

Next Financial Group first reported a position in RSO in Q3 2014 and held it in 1 quarter. The position peaked at $9K in Q3 2014. 122 funds tracked by Wall St. Rank hold RSO as of Q4 2014.

  • Next Financial Group reported no remaining Resource Capital Corp. position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 450 Resource Capital Corp. shares in Q4 2014, an estimated $9K.
  • Next Financial Group first reported a position in Resource Capital Corp. in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Resource Capital Corp. position peaked at $9K in Q3 2014.
  • 122 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.