NFG
TECD

Next Financial Group’s Tech Data Corp TECD Stock Holding History

Next Financial Group’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-100
Closed -$6K – 2473
2014
Q3 		$6K Buy
+100
New +$6.46K ﹤0.01% 2003

Other funds holding TECD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

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

Next Financial Group sold out of Tech Data Corp (TECD) in Q4 2014, closing a stake of 100 shares — an estimated $6K sold.

Next Financial Group first reported a position in TECD in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 218 funds tracked by Wall St. Rank hold TECD as of Q4 2014.

  • Next Financial Group reported no remaining Tech Data Corp position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 100 Tech Data Corp shares in Q4 2014, an estimated $6K.
  • Next Financial Group first reported a position in Tech Data Corp in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Tech Data Corp position peaked at $6K in Q3 2014.
  • 218 funds tracked by Wall St. Rank held Tech Data Corp as of Q4 2014.

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