NFG
SDPI

Next Financial Group’s Superior Drilling Products Inc. SDPI Stock Holding History

Next Financial Group’s Portfolio SDPI Stock Details SDPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,400
Closed -$3K – 2343
2016
Q4 		$3K Hold
2,400
– – ﹤0.01% 2117
2016
Q3 		$2K Buy
+2,400
New +$3.14K ﹤0.01% 2198
2014
Q4 		– Sell
-2,400
Closed -$15K – 2408
2014
Q3 		$15K Buy
+2,400
New +$15K ﹤0.01% 1578

Other funds holding SDPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's SDPI Position: Q1 2017 in Review

Next Financial Group sold out of Superior Drilling Products Inc. (SDPI) in Q1 2017, closing a stake of 2,400 shares — an estimated $3K sold.

Next Financial Group first reported a position in SDPI in Q3 2014 and held it in 3 quarters. The position peaked at $15K in Q3 2014. 16 funds tracked by Wall St. Rank hold SDPI as of Q1 2017.

  • Next Financial Group reported no remaining Superior Drilling Products Inc. position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 2,400 Superior Drilling Products Inc. shares in Q1 2017, an estimated $3K.
  • Next Financial Group first reported a position in Superior Drilling Products Inc. in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's Superior Drilling Products Inc. position peaked at $15K in Q3 2014.
  • 16 funds tracked by Wall St. Rank held Superior Drilling Products Inc. as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.