Next Financial Group’s Western Asset Worldwide Income SBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,571	Closed	-$53K	–	2566
2016 Q3	$53K	Buy	4,571 +3,905	+586%	+$45K	0.01%	921
2016 Q2	$7K	Hold	666	–	–	﹤0.01%	1344
2016 Q1	$6K	Hold	666	–	–	﹤0.01%	1349
2015 Q4	$6K	Hold	666	–	–	﹤0.01%	1359
2015 Q3	$6K	Hold	666	–	–	﹤0.01%	1393
2015 Q2	$7K	Hold	666	–	–	﹤0.01%	1406
2015 Q1	$7K	Hold	666	–	–	﹤0.01%	1409
2014 Q4	$8K	Sell	666 -700	-51%	-$8.29K	﹤0.01%	1360
2014 Q3	$17K	Buy	+1,366	New	+$17.4K	﹤0.01%	1521

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

Next Financial Group sold out of Western Asset Worldwide Income (SBW) in Q4 2016, closing a stake of 4,571 shares — an estimated $53K sold.

Next Financial Group first reported a position in SBW in Q3 2014 and held it in 9 quarters. The position peaked at $53K in Q3 2016. 0 funds tracked by Wall St. Rank hold SBW as of Q4 2016.

Next Financial Group reported no remaining Western Asset Worldwide Income position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 4,571 Western Asset Worldwide Income shares in Q4 2016, an estimated $53K.
Next Financial Group first reported a position in Western Asset Worldwide Income in Q3 2014 and held it in 9 quarters.
Next Financial Group's Western Asset Worldwide Income position peaked at $53K in Q3 2016.
0 funds tracked by Wall St. Rank held Western Asset Worldwide Income as of Q4 2016.

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