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Next Financial Group’s Sonida Senior Living SNDA Stock Holding History

Next Financial Group’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3
Closed -$1K – 2238
2016
Q4 		$1K Hold
3
– – ﹤0.01% 2314
2016
Q3 		$1K Hold
3
– – ﹤0.01% 2309
2016
Q2 		$0 Sell
3
-20
-87% -$5.63K ﹤0.01% 1840
2016
Q1 		$6K Buy
23
+3
+15% +$782 ﹤0.01% 1331
2015
Q4 		$6K Hold
20
– – ﹤0.01% 1341
2015
Q3 		$6K Hold
20
– – ﹤0.01% 1379
2015
Q2 		$7K Sell
20
-3
-13% -$1.16K ﹤0.01% 1387
2015
Q1 		$9K Hold
23
– – ﹤0.01% 1295
2014
Q4 		$9K Buy
+23
New +$8.11K ﹤0.01% 1299

Other funds holding SNDA

APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LA
Lucus Advisors New York $57.7M AUM 0.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
SAM
Sentinel Asset Management Montpelier, Vermont $868K AUM 45.44% 1-Year Est. Return

Next Financial Group's SNDA Position: Q1 2017 in Review

Next Financial Group sold out of Sonida Senior Living (SNDA) in Q1 2017, closing a stake of 3 shares — an estimated $1K sold.

Next Financial Group first reported a position in SNDA in Q4 2014 and held it in 9 quarters. The position peaked at $9K in Q1 2015. 100 funds tracked by Wall St. Rank hold SNDA as of Q1 2017.

  • Next Financial Group reported no remaining Sonida Senior Living position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 3 Sonida Senior Living shares in Q1 2017, an estimated $1K.
  • Next Financial Group first reported a position in Sonida Senior Living in Q4 2014 and held it in 9 quarters.
  • Next Financial Group's Sonida Senior Living position peaked at $9K in Q1 2015.
  • 100 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.