Next Financial Group’s DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF TDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-215	Closed	-$6K	–	2623
2014 Q3	$6K	Hold	215	–	–	﹤0.01%	2026
2014 Q2	$6K	Buy	+215	New	+$6.32K	﹤0.01%	902

Other funds holding TDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Next Financial Group's TDV Position: Q4 2014 in Review

Next Financial Group sold out of DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF (TDV) in Q4 2014, closing a stake of 215 shares — an estimated $6K sold.

Next Financial Group first reported a position in TDV in Q2 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 3 funds tracked by Wall St. Rank hold TDV as of Q4 2014.

Next Financial Group reported no remaining DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 215 DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF shares in Q4 2014, an estimated $6K.
Next Financial Group first reported a position in DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF in Q2 2014 and held it in 2 quarters.
Next Financial Group's DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF position peaked at $6K in Q3 2014.
3 funds tracked by Wall St. Rank held DEUTSCHE X-TRACKERS 2040 TARGET DATE ETF as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.