Next Financial Group’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-76	Closed	-$3K	–	1936
2017 Q2	$3K	Hold	76	–	–	﹤0.01%	1682
2017 Q1	$3K	Sell	76 -124	-62%	-$5.17K	﹤0.01%	1639
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	1765
2016 Q3	$6K	Buy	+200	New	+$6.09K	﹤0.01%	1875

Other funds holding SLX

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Next Financial Group's SLX Position: Q3 2017 in Review

Next Financial Group sold out of VanEck Steel ETF (SLX) in Q3 2017, closing a stake of 76 shares — an estimated $3K sold.

Next Financial Group first reported a position in SLX in Q3 2016 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 39 funds tracked by Wall St. Rank hold SLX as of Q3 2017.

Next Financial Group reported no remaining VanEck Steel ETF position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 76 VanEck Steel ETF shares in Q3 2017, an estimated $3K.
Next Financial Group first reported a position in VanEck Steel ETF in Q3 2016 and held it in 4 quarters.
Next Financial Group's VanEck Steel ETF position peaked at $8K in Q4 2016.
39 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.