Next Financial Group’s Tsakos Energy Navigation Ltd TEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$51K	Sell	7,000 -5,000	-42%	-$42.3K	﹤0.01%	1471
2021 Q3	$128K	Sell	12,000 -5,000	-29%	-$39.5K	0.01%	1018
2021 Q2	$146K	Hold	17,000	–	–	0.01%	951
2021 Q1	$161K	Hold	17,000	–	–	0.01%	851
2020 Q4	$137K	Hold	17,000	–	–	0.01%	856
2020 Q3	$135K	Hold	17,000	–	–	0.01%	755
2020 Q2	$171K	Buy	17,000 +5,000	+42%	+$68.9K	0.02%	561
2020 Q1	$196K	Sell	12,000 -4,457	-27%	-$68.2K	0.03%	536
2019 Q4	$359K	Hold	16,457	–	–	0.04%	464
2019 Q3	$243K	Hold	16,457	–	–	0.03%	588
2019 Q2	$271K	Buy	+16,457	New	+$265K	0.03%	555
2017 Q1	–	Sell	-11,506	Closed	-$270K	–	2331
2016 Q4	$270K	Buy	11,506 +3,006	+35%	+$70.8K	0.05%	379
2016 Q3	$205K	Buy	+8,500	New	+$213K	0.04%	463

Other funds holding TEN

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

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

Next Financial Group reduced its Tsakos Energy Navigation Ltd (TEN) stake by 42% in Q4 2021, selling an estimated $42.3K and leaving 7,000 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Next Financial Group first reported a position in TEN in Q3 2016 and has held it in 13 quarters since. The position peaked at $359K in Q4 2019. 44 funds tracked by Wall St. Rank hold TEN as of Q4 2021.

Next Financial Group held 7,000 shares of Tsakos Energy Navigation Ltd worth $51K as of Q4 2021.
Next Financial Group sold 5,000 Tsakos Energy Navigation Ltd shares in Q4 2021, an estimated $42.3K.
Tsakos Energy Navigation Ltd made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1471 holding.
Next Financial Group first reported a position in Tsakos Energy Navigation Ltd in Q3 2016 and has held it in 13 quarters since.
Next Financial Group's Tsakos Energy Navigation Ltd position peaked at $359K in Q4 2019.
44 funds tracked by Wall St. Rank held Tsakos Energy Navigation Ltd as of Q4 2021.

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