Next Financial Group’s Teekay Tankers TNK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$294K	Hold	27,000	–	–	0.02%	740
2021 Q3	$392K	Hold	27,000	–	–	0.03%	565
2021 Q2	$389K	Hold	27,000	–	–	0.03%	568
2021 Q1	$375K	Buy	27,000 +3,000	+13%	+$38.1K	0.03%	537
2020 Q4	$264K	Buy	+24,000	New	+$266K	0.03%	611
2016 Q2	–	Sell	-63	Closed	-$1K	–	1847
2016 Q1	$1K	Hold	63	–	–	﹤0.01%	1670
2015 Q4	$3K	Hold	63	–	–	﹤0.01%	1539
2015 Q3	$3K	Hold	63	–	–	﹤0.01%	1568
2015 Q2	$3K	Buy	+63	New	+$3.38K	﹤0.01%	1620

Other funds holding TNK

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Next Financial Group held its Teekay Tankers (TNK) position steady in Q4 2021 at 27,000 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #740.

Next Financial Group first reported a position in TNK in Q2 2015 and has held it in 9 quarters since. The position peaked at $392K in Q3 2021. 75 funds tracked by Wall St. Rank hold TNK as of Q4 2021.

Next Financial Group held 27,000 shares of Teekay Tankers worth $294K as of Q4 2021.
Next Financial Group left its Teekay Tankers share count unchanged in Q4 2021.
Teekay Tankers made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #740 holding.
Next Financial Group first reported a position in Teekay Tankers in Q2 2015 and has held it in 9 quarters since.
Next Financial Group's Teekay Tankers position peaked at $392K in Q3 2021.
75 funds tracked by Wall St. Rank held Teekay Tankers as of Q4 2021.

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