NFG
SWI

Next Financial Group’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Next Financial Group’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-160
Closed -$9K – 1977
2015
Q4 		$9K Hold
160
– – ﹤0.01% 1234
2015
Q3 		$6K Hold
160
– – ﹤0.01% 1398
2015
Q2 		$7K Hold
160
– – ﹤0.01% 1409
2015
Q1 		$8K Hold
160
– – ﹤0.01% 1358
2014
Q4 		$8K Hold
160
– – ﹤0.01% 1363
2014
Q3 		$7K Buy
+160
New +$6.65K ﹤0.01% 1959

Other funds holding SWI

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Next Financial Group's SWI Position: Q1 2016 in Review

Next Financial Group sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q1 2016, closing a stake of 160 shares — an estimated $9K sold.

Next Financial Group first reported a position in SWI in Q3 2014 and held it in 6 quarters. The position peaked at $9K in Q4 2015. 4 funds tracked by Wall St. Rank hold SWI as of Q1 2016.

  • Next Financial Group reported no remaining SOLARWINDS INC COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • Next Financial Group sold 160 SOLARWINDS INC COM STK (DE) shares in Q1 2016, an estimated $9K.
  • Next Financial Group first reported a position in SOLARWINDS INC COM STK (DE) in Q3 2014 and held it in 6 quarters.
  • Next Financial Group's SOLARWINDS INC COM STK (DE) position peaked at $9K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.