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Next Financial Group’s Tidewater TDW Stock Holding History

Next Financial Group’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2
Closed – – 2973
2021
Q3 		$0 Hold
2
– – ﹤0.01% 2816
2021
Q2 		$0 Hold
2
– – ﹤0.01% 2709
2021
Q1 		$0 Hold
2
– – ﹤0.01% 2638
2020
Q4 		$0 Hold
2
– – ﹤0.01% 2415
2020
Q3 		$0 Buy
+2
New +$13 ﹤0.01% 2217
2020
Q2 		– Sell
-78
Closed -$1K – 1763
2020
Q1 		$1K Hold
78
– – ﹤0.01% 2052
2019
Q4 		$2K Hold
78
– – ﹤0.01% 2211
2019
Q3 		$1K Hold
78
– – ﹤0.01% 2265
2019
Q2 		$2K Buy
+78
New +$1.79K ﹤0.01% 2153
2019
Q1 		– Sell
-78
Closed -$1K – 2089
2018
Q4 		$1K Buy
+78
New +$2.03K ﹤0.01% 1887
2017
Q4 		– Sell
-9
Closed – – 1292
2017
Q3 		$0 Hold
9
– – ﹤0.01% 1947
2017
Q2 		$0 Buy
+9
New +$242 ﹤0.01% 1980
2017
Q1 		– Sell
-86
Closed -$9K – 2259
2016
Q4 		$9K Hold
86
– – ﹤0.01% 1704
2016
Q3 		$8K Buy
+86
New +$10.2K ﹤0.01% 1772
2016
Q2 		– Hold
0
– – – 1844
2016
Q1 		– Hold
0
– – – 1856
2015
Q4 		– Hold
0
– – – 1939
2015
Q3 		– Hold
0
– – – 1952
2015
Q2 		– Hold
0
– – – 1954
2015
Q1 		– Hold
0
– – – 1960
2014
Q4 		– Sell
-81
Closed -$91.7K – 2332
2014
Q3 		$102K Buy
+81
New +$126K 0.02% 655

Other funds holding TDW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's TDW Position: Q4 2021 in Review

Next Financial Group sold out of Tidewater (TDW) in Q4 2021, closing a stake of 2 shares.

Next Financial Group first reported a position in TDW in Q3 2014 and held it in 15 quarters. The position peaked at $102K in Q3 2014. 96 funds tracked by Wall St. Rank hold TDW as of Q4 2021.

  • Next Financial Group reported no remaining Tidewater position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 2 Tidewater shares in Q4 2021.
  • Next Financial Group first reported a position in Tidewater in Q3 2014 and held it in 15 quarters.
  • Next Financial Group's Tidewater position peaked at $102K in Q3 2014.
  • 96 funds tracked by Wall St. Rank held Tidewater as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.