NFG
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Next Financial Group’s STAG Industrial STAG Stock Holding History

Next Financial Group’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-570
Closed -$14K – 1958
2014
Q4 		$14K Hold
570
– – ﹤0.01% 1125
2014
Q3 		$12K Buy
+570
New +$13.1K ﹤0.01% 1684

Other funds holding STAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Next Financial Group sold out of STAG Industrial (STAG) in Q1 2015, closing a stake of 570 shares — an estimated $14K sold.

Next Financial Group first reported a position in STAG in Q3 2014 and held it in 2 quarters. The position peaked at $14K in Q4 2014. 180 funds tracked by Wall St. Rank hold STAG as of Q1 2015.

  • Next Financial Group reported no remaining STAG Industrial position as of Q1 2015 after selling out during the quarter.
  • Next Financial Group sold 570 STAG Industrial shares in Q1 2015, an estimated $14K.
  • Next Financial Group first reported a position in STAG Industrial in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's STAG Industrial position peaked at $14K in Q4 2014.
  • 180 funds tracked by Wall St. Rank held STAG Industrial as of Q1 2015.

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