NFG
SAR icon

Next Financial Group’s Saratoga Investment SAR Stock Holding History

Next Financial Group’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,000
Closed -$49K – 2406
2019
Q2 		$49K Buy
+2,000
New +$48.9K 0.01% 1174
2015
Q1 		– Sell
-894
Closed -$13K – 1947
2014
Q4 		$13K Buy
+894
New +$13.6K ﹤0.01% 1155

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Next Financial Group's SAR Position: Q3 2019 in Review

Next Financial Group sold out of Saratoga Investment (SAR) in Q3 2019, closing a stake of 2,000 shares — an estimated $49K sold.

Next Financial Group first reported a position in SAR in Q4 2014 and held it in 2 quarters. The position peaked at $49K in Q2 2019. 42 funds tracked by Wall St. Rank hold SAR as of Q3 2019.

  • Next Financial Group reported no remaining Saratoga Investment position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 2,000 Saratoga Investment shares in Q3 2019, an estimated $49K.
  • Next Financial Group first reported a position in Saratoga Investment in Q4 2014 and held it in 2 quarters.
  • Next Financial Group's Saratoga Investment position peaked at $49K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.