Next Financial Group’s Shutterfly, Inc. SFLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$22K	–	2530
2016 Q3	$22K	Hold	500	–	–	﹤0.01%	1324
2016 Q2	$23K	Hold	500	–	–	0.01%	926
2016 Q1	$23K	Hold	500	–	–	0.01%	889
2015 Q4	$22K	Hold	500	–	–	0.01%	893
2015 Q3	$17K	Hold	500	–	–	0.01%	1028
2015 Q2	$23K	Hold	500	–	–	0.01%	957
2015 Q1	$22K	Hold	500	–	–	0.01%	964
2014 Q4	$21K	Hold	500	–	–	0.01%	970
2014 Q3	$24K	Buy	+500	New	+$24.4K	﹤0.01%	1316

Other funds holding SFLY

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

EAM

EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

FCP

Fine Capital Partners New York $563M AUM 7.48% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Next Financial Group sold out of Shutterfly, Inc. (SFLY) in Q4 2016, closing a stake of 500 shares — an estimated $22K sold.

Next Financial Group first reported a position in SFLY in Q3 2014 and held it in 9 quarters. The position peaked at $24K in Q3 2014. 175 funds tracked by Wall St. Rank hold SFLY as of Q4 2016.

Next Financial Group reported no remaining Shutterfly, Inc. position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 500 Shutterfly, Inc. shares in Q4 2016, an estimated $22K.
Next Financial Group first reported a position in Shutterfly, Inc. in Q3 2014 and held it in 9 quarters.
Next Financial Group's Shutterfly, Inc. position peaked at $24K in Q3 2014.
175 funds tracked by Wall St. Rank held Shutterfly, Inc. as of Q4 2016.

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