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Next Financial Group’s iShares MSCI India Small-Cap ETF SMIN Stock Holding History

Next Financial Group’s Portfolio SMIN Stock Details SMIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-306
Closed -$15K – 1238
2017
Q3 		$15K Buy
306
+126
+70% +$5.79K ﹤0.01% 1070
2017
Q2 		$8K Hold
180
– – ﹤0.01% 1413
2017
Q1 		$8K Buy
+180
New +$6.77K ﹤0.01% 1371

Other funds holding SMIN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's SMIN Position: Q4 2017 in Review

Next Financial Group sold out of iShares MSCI India Small-Cap ETF (SMIN) in Q4 2017, closing a stake of 306 shares — an estimated $15K sold.

Next Financial Group first reported a position in SMIN in Q1 2017 and held it in 3 quarters. The position peaked at $15K in Q3 2017. 51 funds tracked by Wall St. Rank hold SMIN as of Q4 2017.

  • Next Financial Group reported no remaining iShares MSCI India Small-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 306 iShares MSCI India Small-Cap ETF shares in Q4 2017, an estimated $15K.
  • Next Financial Group first reported a position in iShares MSCI India Small-Cap ETF in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's iShares MSCI India Small-Cap ETF position peaked at $15K in Q3 2017.
  • 51 funds tracked by Wall St. Rank held iShares MSCI India Small-Cap ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.