Next Financial Group’s TriNet TNET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-71	Closed	-$3K	–	1780
2020 Q1	$3K	Hold	71	–	–	﹤0.01%	1867
2019 Q4	$4K	Hold	71	–	–	﹤0.01%	2038
2019 Q3	$4K	Hold	71	–	–	﹤0.01%	1973
2019 Q2	$5K	Buy	+71	New	+$4.51K	﹤0.01%	1907

Other funds holding TNET

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Next Financial Group's TNET Position: Q2 2020 in Review

Next Financial Group sold out of TriNet (TNET) in Q2 2020, closing a stake of 71 shares — an estimated $3K sold.

Next Financial Group first reported a position in TNET in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 178 funds tracked by Wall St. Rank hold TNET as of Q2 2020.

Next Financial Group reported no remaining TriNet position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 71 TriNet shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in TriNet in Q2 2019 and held it in 4 quarters.
Next Financial Group's TriNet position peaked at $5K in Q2 2019.
178 funds tracked by Wall St. Rank held TriNet as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.