Next Financial Group’s UNIFI UFI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-550	Closed	-$15K	–	1986
2017 Q1	$15K	Buy	+550	New	+$15.7K	﹤0.01%	1144

Other funds holding UFI

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

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Financial Group's UFI Position: Q2 2017 in Review

Next Financial Group sold out of UNIFI (UFI) in Q2 2017, closing a stake of 550 shares — an estimated $15K sold.

Next Financial Group first reported a position in UFI in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 132 funds tracked by Wall St. Rank hold UFI as of Q2 2017.

Next Financial Group reported no remaining UNIFI position as of Q2 2017 after selling out during the quarter.
Next Financial Group sold 550 UNIFI shares in Q2 2017, an estimated $15K.
Next Financial Group first reported a position in UNIFI in Q1 2017 and held it in 1 quarter.
Next Financial Group's UNIFI position peaked at $15K in Q1 2017.
132 funds tracked by Wall St. Rank held UNIFI as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.