Next Financial Group’s Streamex Corp STEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,226	Closed	-$115K	–	2312
2019 Q2	$115K	Buy	+1,226	New	+$89K	0.01%	862

Other funds holding STEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

CWG

Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return

Next Financial Group's STEX Position: Q3 2019 in Review

Next Financial Group sold out of Streamex Corp (STEX) in Q3 2019, closing a stake of 1,226 shares — an estimated $115K sold.

Next Financial Group first reported a position in STEX in Q2 2019 and held it in 1 quarter. The position peaked at $115K in Q2 2019. 51 funds tracked by Wall St. Rank hold STEX as of Q3 2019.

Next Financial Group reported no remaining Streamex Corp position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 1,226 Streamex Corp shares in Q3 2019, an estimated $115K.
Next Financial Group first reported a position in Streamex Corp in Q2 2019 and held it in 1 quarter.
Next Financial Group's Streamex Corp position peaked at $115K in Q2 2019.
51 funds tracked by Wall St. Rank held Streamex Corp as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.