Next Financial Group’s inContact, Inc. SAAS Stock Holding History

Next Financial Group’s Portfolio SAAS Stock Details SAAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-7,500	Closed	-$105K	–	2576
2016 Q3	$105K	Sell	7,500 -1,500	-17%	-$20.8K	0.02%	646
2016 Q2	$124K	Hold	9,000	–	–	0.04%	402
2016 Q1	$80K	Hold	9,000	–	–	0.03%	492
2015 Q4	$85K	Hold	9,000	–	–	0.03%	469
2015 Q3	$67K	Hold	9,000	–	–	0.02%	547
2015 Q2	$88K	Hold	9,000	–	–	0.03%	508
2015 Q1	$98K	Hold	9,000	–	–	0.03%	472
2014 Q4	$79K	Hold	9,000	–	–	0.03%	532
2014 Q3	$78K	Buy	9,000 +4,000	+80%	+$35.3K	0.02%	750
2014 Q2	$46K	Buy	+5,000	New	+$42.4K	0.02%	368

Next Financial Group's SAAS Position: Q4 2016 in Review

Next Financial Group sold out of inContact, Inc. (SAAS) in Q4 2016, closing a stake of 7,500 shares — an estimated $105K sold.

Next Financial Group first reported a position in SAAS in Q2 2014 and held it in 10 quarters. The position peaked at $124K in Q2 2016. 0 funds tracked by Wall St. Rank hold SAAS as of Q4 2016.

Next Financial Group reported no remaining inContact, Inc. position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 7,500 inContact, Inc. shares in Q4 2016, an estimated $105K.
Next Financial Group first reported a position in inContact, Inc. in Q2 2014 and held it in 10 quarters.
Next Financial Group's inContact, Inc. position peaked at $124K in Q2 2016.
0 funds tracked by Wall St. Rank held inContact, Inc. as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.