Next Financial Group’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,500	Closed	-$27K	–	2620
2019 Q3	$27K	Hold	1,500	–	–	﹤0.01%	1336
2019 Q2	$27K	Buy	1,500 +500	+50%	+$9K	﹤0.01%	1370
2019 Q1	$18K	Sell	1,000 -53	-5%	-$954	﹤0.01%	993
2018 Q4	$17K	Buy	1,053 +53	+5%	+$856	﹤0.01%	1170
2018 Q3	$18K	Buy	+1,000	New	+$18K	0.01%	827
2017 Q4	–	Sell	-4,900	Closed	-$98K	–	1800
2017 Q3	$98K	Hold	4,900	–	–	0.03%	495
2017 Q2	$96K	Buy	4,900 +2,300	+88%	+$45.1K	0.02%	556
2017 Q1	$51K	Buy	+2,600	New	+$51K	0.01%	724
2014 Q4	–	Sell	-1,533	Closed	-$35K	–	2740
2014 Q3	$35K	Buy	1,533 +3	+0.2%	+$68	0.01%	1142
2014 Q2	$36K	Buy	+1,530	New	+$36K	0.02%	435

Next Financial Group's SNDS Position: Q4 2019 in Review

Next Financial Group sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2019, closing a stake of 1,500 shares — an estimated $27K sold.

Next Financial Group first reported a position in SNDS in Q2 2014 and held it in 10 quarters. The position peaked at $98K in Q3 2017. 0 funds tracked by Wall St. Rank hold SNDS as of Q4 2019.

Next Financial Group reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 1,500 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2019, an estimated $27K.
Next Financial Group first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q2 2014 and held it in 10 quarters.
Next Financial Group's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $98K in Q3 2017.
0 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.