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Next Financial Group’s Star Group SGU Stock Holding History

Next Financial Group’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$1K – 2086
2018
Q3 		$1K Buy
+100
New +$964 ﹤0.01% 1423
2017
Q4 		– Sell
-100
Closed -$1K – 1209
2017
Q3 		$1K Hold
100
– – ﹤0.01% 1708
2017
Q2 		$1K Hold
100
– – ﹤0.01% 1860
2017
Q1 		$1K Buy
+100
New +$1.01K ﹤0.01% 1823
2016
Q4 		– Sell
-489
Closed -$5K – 2471
2016
Q3 		$5K Buy
+489
New +$4.41K ﹤0.01% 1939
2014
Q4 		– Sell
-489
Closed -$3K – 2303
2014
Q3 		$3K Buy
+489
New +$2.96K ﹤0.01% 2239

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Next Financial Group's SGU Position: Q4 2018 in Review

Next Financial Group sold out of Star Group (SGU) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Next Financial Group first reported a position in SGU in Q3 2014 and held it in 6 quarters. The position peaked at $5K in Q3 2016. 61 funds tracked by Wall St. Rank hold SGU as of Q4 2018.

  • Next Financial Group reported no remaining Star Group position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 100 Star Group shares in Q4 2018, an estimated $1K.
  • Next Financial Group first reported a position in Star Group in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's Star Group position peaked at $5K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held Star Group as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.