NFG
SGL

Next Financial Group’s STRATEGIC GLOBAL INCOME FUND SGL Stock Holding History

Next Financial Group’s Portfolio SGL Stock Details SGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,600
Closed -$23K – 2575
2014
Q3 		$23K Buy
+2,600
New +$23.7K ﹤0.01% 1342

Other funds holding SGL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BL
BCWM LLC Overland Park, Kansas $353M AUM 20.1% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Next Financial Group's SGL Position: Q4 2014 in Review

Next Financial Group sold out of STRATEGIC GLOBAL INCOME FUND (SGL) in Q4 2014, closing a stake of 2,600 shares — an estimated $23K sold.

Next Financial Group first reported a position in SGL in Q3 2014 and held it in 1 quarter. The position peaked at $23K in Q3 2014. 32 funds tracked by Wall St. Rank hold SGL as of Q4 2014.

  • Next Financial Group reported no remaining STRATEGIC GLOBAL INCOME FUND position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 2,600 STRATEGIC GLOBAL INCOME FUND shares in Q4 2014, an estimated $23K.
  • Next Financial Group first reported a position in STRATEGIC GLOBAL INCOME FUND in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's STRATEGIC GLOBAL INCOME FUND position peaked at $23K in Q3 2014.
  • 32 funds tracked by Wall St. Rank held STRATEGIC GLOBAL INCOME FUND as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.