NFG
TAO

Next Financial Group’s Invesco China Real Estate ETF TAO Stock Holding History

Next Financial Group’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-246
Closed -$8K – 1707
2017
Q3 		$8K Buy
+246
New +$6.8K ﹤0.01% 1315
2017
Q2 		– Sell
-500
Closed -$12K – 2027
2017
Q1 		$12K Hold
500
– – ﹤0.01% 1229
2016
Q4 		$10K Sell
500
-224
-31% -$4.73K ﹤0.01% 1672
2016
Q3 		$17K Buy
+724
New +$15.9K ﹤0.01% 1443

Other funds holding TAO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's TAO Position: Q4 2017 in Review

Next Financial Group sold out of Invesco China Real Estate ETF (TAO) in Q4 2017, closing a stake of 246 shares — an estimated $8K sold.

Next Financial Group first reported a position in TAO in Q3 2016 and held it in 4 quarters. The position peaked at $17K in Q3 2016. 16 funds tracked by Wall St. Rank hold TAO as of Q4 2017.

  • Next Financial Group reported no remaining Invesco China Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 246 Invesco China Real Estate ETF shares in Q4 2017, an estimated $8K.
  • Next Financial Group first reported a position in Invesco China Real Estate ETF in Q3 2016 and held it in 4 quarters.
  • Next Financial Group's Invesco China Real Estate ETF position peaked at $17K in Q3 2016.
  • 16 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.