Next Financial Group’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-110	Closed	-$3K	–	2635
2020 Q4	$3K	Hold	110	–	–	﹤0.01%	2132
2020 Q3	$2K	Buy	+110	New	+$2.46K	﹤0.01%	2046
2014 Q4	–	Sell	-866	Closed	-$15K	–	2324
2014 Q3	$15K	Hold	866	–	–	﹤0.01%	1573
2014 Q2	$15K	Buy	+866	New	+$14.2K	0.01%	682

Other funds holding STK

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Next Financial Group's STK Position: Q1 2021 in Review

Next Financial Group sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2021, closing a stake of 110 shares — an estimated $3K sold.

Next Financial Group first reported a position in STK in Q2 2014 and held it in 4 quarters. The position peaked at $15K in Q3 2014. 51 funds tracked by Wall St. Rank hold STK as of Q1 2021.

Next Financial Group reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 110 Columbia Seligman Premium Technology Growth Fund shares in Q1 2021, an estimated $3K.
Next Financial Group first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2014 and held it in 4 quarters.
Next Financial Group's Columbia Seligman Premium Technology Growth Fund position peaked at $15K in Q3 2014.
51 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.