Next Financial Group’s Sally Beauty Holdings SBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-150	Closed	-$2K	–	2407
2019 Q2	$2K	Buy	+150	New	+$2.45K	﹤0.01%	2146
2019 Q1	–	Sell	-150	Closed	-$3K	–	2042
2018 Q4	$3K	Buy	+150	New	+$2.81K	﹤0.01%	1693
2017 Q1	–	Sell	-150	Closed	-$4K	–	2220
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	2015
2016 Q3	$4K	Buy	+150	New	+$4.2K	﹤0.01%	2018

Other funds holding SBH

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Next Financial Group sold out of Sally Beauty Holdings (SBH) in Q3 2019, closing a stake of 150 shares — an estimated $2K sold.

Next Financial Group first reported a position in SBH in Q3 2016 and held it in 4 quarters. The position peaked at $4K in Q4 2016. 218 funds tracked by Wall St. Rank hold SBH as of Q3 2019.

Next Financial Group reported no remaining Sally Beauty Holdings position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 150 Sally Beauty Holdings shares in Q3 2019, an estimated $2K.
Next Financial Group first reported a position in Sally Beauty Holdings in Q3 2016 and held it in 4 quarters.
Next Financial Group's Sally Beauty Holdings position peaked at $4K in Q4 2016.
218 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2019.

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