Next Financial Group’s Starz - Series A STRZA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,143	Closed	-$36K	–	2586
2016 Q3	$36K	Buy	1,143 +78	+7%	+$2.4K	0.01%	1098
2016 Q2	$31K	Hold	1,065	–	–	0.01%	805
2016 Q1	$28K	Buy	1,065 +34	+3%	+$931	0.01%	809
2015 Q4	$34K	Hold	1,031	–	–	0.01%	747
2015 Q3	$38K	Buy	1,031 +14	+1%	+$561	0.01%	728
2015 Q2	$45K	Hold	1,017	–	–	0.02%	706
2015 Q1	$34K	Hold	1,017	–	–	0.01%	802
2014 Q4	$30K	Sell	1,017 -92	-8%	-$2.83K	0.01%	839
2014 Q3	$37K	Buy	+1,109	New	+$33.2K	0.01%	1110

Other funds holding STRZA

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Next Financial Group's STRZA Position: Q4 2016 in Review

Next Financial Group sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 1,143 shares — an estimated $36K sold.

Next Financial Group first reported a position in STRZA in Q3 2014 and held it in 9 quarters. The position peaked at $45K in Q2 2015. 7 funds tracked by Wall St. Rank hold STRZA as of Q4 2016.

Next Financial Group reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
Next Financial Group sold 1,143 Starz - Series A shares in Q4 2016, an estimated $36K.
Next Financial Group first reported a position in Starz - Series A in Q3 2014 and held it in 9 quarters.
Next Financial Group's Starz - Series A position peaked at $45K in Q2 2015.
7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.