NFG
SRT

Next Financial Group’s Startek Inc. SRT Stock Holding History

Next Financial Group’s Portfolio SRT Stock Details SRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$5K – 1985
2014
Q4 		$5K Hold
500
– – ﹤0.01% 1521
2014
Q3 		$4K Buy
+500
New +$3.67K ﹤0.01% 2177

Other funds holding SRT

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
TBAM
True Bearing Asset Management San Francisco, California $19M AUM 6.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Next Financial Group's SRT Position: Q1 2015 in Review

Next Financial Group sold out of Startek Inc. (SRT) in Q1 2015, closing a stake of 500 shares — an estimated $5K sold.

Next Financial Group first reported a position in SRT in Q3 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2014. 28 funds tracked by Wall St. Rank hold SRT as of Q1 2015.

  • Next Financial Group reported no remaining Startek Inc. position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 500 Startek Inc. shares in Q1 2015, an estimated $5K.
  • Next Financial Group first reported a position in Startek Inc. in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's Startek Inc. position peaked at $5K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Startek Inc. as of Q1 2015.

Based on Next Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.