NFG
STJ

Next Financial Group’s St Jude Medical STJ Stock Holding History

Next Financial Group’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,625
Closed -$371K – 2519
2016
Q4 		$371K Sell
4,625
-75
-2% -$5.95K 0.07% 314
2016
Q3 		$375K Buy
4,700
+150
+3% +$12.1K 0.07% 301
2016
Q2 		$354K Buy
4,550
+150
+3% +$10.7K 0.11% 188
2016
Q1 		$242K Buy
4,400
+325
+8% +$17.7K 0.09% 241
2015
Q4 		$251K Buy
4,075
+100
+3% +$6.31K 0.09% 224
2015
Q3 		$250K Buy
3,975
+100
+3% +$7.14K 0.09% 240
2015
Q2 		$283K Sell
3,875
-50
-1% -$3.61K 0.1% 222
2015
Q1 		$256K Sell
3,925
-25
-0.6% -$1.66K 0.08% 260
2014
Q4 		$257K Buy
3,950
+833
+27% +$53.6K 0.09% 254
2014
Q3 		$187K Buy
3,117
+2,925
+1,523% +$191K 0.04% 472
2014
Q2 		$12K Buy
+192
New +$12.4K 0.01% 751

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

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

Next Financial Group sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 4,625 shares — an estimated $371K sold.

Next Financial Group first reported a position in STJ in Q2 2014 and held it in 11 quarters. The position peaked at $375K in Q3 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Next Financial Group reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 4,625 St Jude Medical shares in Q1 2017, an estimated $371K.
  • Next Financial Group first reported a position in St Jude Medical in Q2 2014 and held it in 11 quarters.
  • Next Financial Group's St Jude Medical position peaked at $375K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

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