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Next Financial Group’s Safety Insurance SAFT Stock Holding History

Next Financial Group’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,500
Closed -$124K – 1179
2017
Q3 		$124K Hold
1,500
– – 0.03% 434
2017
Q2 		$102K Hold
1,500
– – 0.02% 541
2017
Q1 		$109K Sell
1,500
-100
-6% -$7.17K 0.03% 465
2016
Q4 		$118K Hold
1,600
– – 0.02% 627
2016
Q3 		$108K Buy
1,600
+100
+7% +$6.53K 0.02% 633
2016
Q2 		$92K Hold
1,500
– – 0.03% 476
2016
Q1 		$85K Sell
1,500
-100
-6% -$5.58K 0.03% 466
2015
Q4 		$90K Hold
1,600
– – 0.03% 451
2015
Q3 		$86K Buy
1,600
+150
+10% +$8.36K 0.03% 472
2015
Q2 		$83K Hold
1,450
– – 0.03% 522
2015
Q1 		$86K Hold
1,450
– – 0.03% 510
2014
Q4 		$93K Hold
1,450
– – 0.03% 481
2014
Q3 		$78K Buy
+1,450
New +$76.8K 0.02% 749

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Next Financial Group's SAFT Position: Q4 2017 in Review

Next Financial Group sold out of Safety Insurance (SAFT) in Q4 2017, closing a stake of 1,500 shares — an estimated $124K sold.

Next Financial Group first reported a position in SAFT in Q3 2014 and held it in 13 quarters. The position peaked at $124K in Q3 2017. 156 funds tracked by Wall St. Rank hold SAFT as of Q4 2017.

  • Next Financial Group reported no remaining Safety Insurance position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,500 Safety Insurance shares in Q4 2017, an estimated $124K.
  • Next Financial Group first reported a position in Safety Insurance in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's Safety Insurance position peaked at $124K in Q3 2017.
  • 156 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.