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Next Financial Group’s TransAlta TAC Stock Holding History

Next Financial Group’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$1.9K – 2420
2019
Q2 		$2K Buy
+300
New +$2.02K ﹤0.01% 2151

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Next Financial Group sold out of TransAlta (TAC) in Q3 2019, closing a stake of 300 shares — an estimated $1.9K sold.

Next Financial Group first reported a position in TAC in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 80 funds tracked by Wall St. Rank hold TAC as of Q3 2019.

  • Next Financial Group reported no remaining TransAlta position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 300 TransAlta shares in Q3 2019, an estimated $1.9K.
  • Next Financial Group first reported a position in TransAlta in Q2 2019 and held it in 1 quarter.
  • Next Financial Group's TransAlta position peaked at $2K in Q2 2019.
  • 80 funds tracked by Wall St. Rank held TransAlta as of Q3 2019.

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