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Next Financial Group’s TAL Education Group TAL Stock Holding History

Next Financial Group’s Portfolio TAL Stock Details TAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-666
Closed -$32K – 2391
2019
Q4 		$32K Buy
+666
New +$28.6K ﹤0.01% 1370

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's TAL Position: Q1 2020 in Review

Next Financial Group sold out of TAL Education Group (TAL) in Q1 2020, closing a stake of 666 shares — an estimated $32K sold.

Next Financial Group first reported a position in TAL in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 332 funds tracked by Wall St. Rank hold TAL as of Q1 2020.

  • Next Financial Group reported no remaining TAL Education Group position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 666 TAL Education Group shares in Q1 2020, an estimated $32K.
  • Next Financial Group first reported a position in TAL Education Group in Q4 2019 and held it in 1 quarter.
  • Next Financial Group's TAL Education Group position peaked at $32K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held TAL Education Group as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.