NFG
UFS

Next Financial Group’s DOMTAR CORPORATION (New) UFS Stock Holding History

Next Financial Group’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,792
Closed -$224K – 2542
2019
Q4 		$224K Sell
5,792
-718
-11% -$26.6K 0.02% 668
2019
Q3 		$233K Sell
6,510
-1,466
-18% -$54.4K 0.03% 608
2019
Q2 		$355K Buy
+7,976
New +$364K 0.04% 459
2016
Q3 		– Sell
-22,450
Closed -$785K – 2537
2016
Q2 		$785K Buy
22,450
+10,200
+83% +$392K 0.25% 99
2016
Q1 		$496K Buy
+12,250
New +$419K 0.17% 130
2014
Q4 		– Sell
-250
Closed -$9K – 2693
2014
Q3 		$9K Hold
250
– – ﹤0.01% 1848
2014
Q2 		$9K Buy
+250
New +$11.7K ﹤0.01% 819

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Financial Group's UFS Position: Q1 2020 in Review

Next Financial Group sold out of DOMTAR CORPORATION (New) (UFS) in Q1 2020, closing a stake of 5,792 shares — an estimated $224K sold.

Next Financial Group first reported a position in UFS in Q2 2014 and held it in 7 quarters. The position peaked at $785K in Q2 2016. 226 funds tracked by Wall St. Rank hold UFS as of Q1 2020.

  • Next Financial Group reported no remaining DOMTAR CORPORATION (New) position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 5,792 DOMTAR CORPORATION (New) shares in Q1 2020, an estimated $224K.
  • Next Financial Group first reported a position in DOMTAR CORPORATION (New) in Q2 2014 and held it in 7 quarters.
  • Next Financial Group's DOMTAR CORPORATION (New) position peaked at $785K in Q2 2016.
  • 226 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.