Next Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-724	Closed	-$12K	–	1946
2015 Q1	$12K	Sell	724 -4,058	-85%	-$71.5K	﹤0.01%	1182
2014 Q4	$84K	Buy	4,782 +1,857	+63%	+$32.7K	0.03%	518
2014 Q3	$52K	Buy	+2,925	New	+$51.6K	0.01%	928

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.68B AUM 19.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Next Financial Group's SMB Position: Q2 2015 in Review

Next Financial Group sold out of VanEck Short Muni ETF (SMB) in Q2 2015, closing a stake of 724 shares — an estimated $12K sold.

Next Financial Group first reported a position in SMB in Q3 2014 and held it in 3 quarters. The position peaked at $84K in Q4 2014. 48 funds tracked by Wall St. Rank hold SMB as of Q2 2015.

Next Financial Group reported no remaining VanEck Short Muni ETF position as of Q2 2015 after selling out during the quarter.
Next Financial Group sold 724 VanEck Short Muni ETF shares in Q2 2015, an estimated $12K.
Next Financial Group first reported a position in VanEck Short Muni ETF in Q3 2014 and held it in 3 quarters.
Next Financial Group's VanEck Short Muni ETF position peaked at $84K in Q4 2014.
48 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2015.

Based on Next Financial Group's 13F filing for Q2 2015, filed 29 Jul 2015.