Next Financial Group’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-20	Closed	-$1K	–	1993
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	1836
2016 Q4	$2K	Hold	20	–	–	﹤0.01%	2202
2016 Q3	$2K	Buy	+20	New	+$1.61K	﹤0.01%	2194
2016 Q1	–	Sell	-17	Closed	-$2K	–	1888
2015 Q4	$2K	Buy	+17	New	+$2.74K	﹤0.01%	1631
2014 Q4	–	Sell	-40	Closed	-$13K	–	2402
2014 Q3	$13K	Hold	40	–	–	﹤0.01%	1649
2014 Q2	$14K	Buy	+40	New	+$17.4K	0.01%	700

Other funds holding TCS

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's TCS Position: Q2 2017 in Review

Next Financial Group sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q2 2017, closing a stake of 20 shares — an estimated $1K sold.

Next Financial Group first reported a position in TCS in Q2 2014 and held it in 6 quarters. The position peaked at $14K in Q2 2014. 89 funds tracked by Wall St. Rank hold TCS as of Q2 2017.

Next Financial Group reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q2 2017 after selling out during the quarter.
Next Financial Group sold 20 THE CONTAINER STORE GROUP, INC. shares in Q2 2017, an estimated $1K.
Next Financial Group first reported a position in THE CONTAINER STORE GROUP, INC. in Q2 2014 and held it in 6 quarters.
Next Financial Group's THE CONTAINER STORE GROUP, INC. position peaked at $14K in Q2 2014.
89 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.