NFG
SN

Next Financial Group’s Sanchez Energy Corporation SN Stock Holding History

Next Financial Group’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$1K – 2183
2018
Q3 		$1K Buy
+250
New +$863 ﹤0.01% 1451
2017
Q4 		– Sell
-500
Closed -$2K – 1666
2017
Q3 		$2K Hold
500
– – ﹤0.01% 1651
2017
Q2 		$4K Hold
500
– – ﹤0.01% 1638
2017
Q1 		$4K Hold
500
– – ﹤0.01% 1598
2016
Q4 		$5K Hold
500
– – ﹤0.01% 1954
2016
Q3 		$4K Sell
500
-1,500
-75% -$11.5K ﹤0.01% 2031
2016
Q2 		$14K Buy
2,000
+1,750
+700% +$13.5K ﹤0.01% 1101
2016
Q1 		$1K Sell
250
-14,000
-98% -$54.2K ﹤0.01% 1693
2015
Q4 		$61K Sell
14,250
-500
-3% -$2.82K 0.02% 569
2015
Q3 		$90K Buy
14,750
+4,000
+37% +$26.9K 0.03% 461
2015
Q2 		$105K Buy
10,750
+9,750
+975% +$118K 0.04% 453
2015
Q1 		$13K Buy
+1,000
New +$12.2K ﹤0.01% 1163

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MP
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SIM
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AC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return