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Next Financial Group’s USA Compression Partners USAC Stock Holding History

Next Financial Group’s Portfolio USAC Stock Details USAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,547
Closed -$42K – 1955
2017
Q2 		$42K Buy
2,547
+2,016
+380% +$33.2K 0.01% 836
2017
Q1 		$9K Buy
531
+15
+3% +$267 ﹤0.01% 1332
2016
Q4 		$9K Buy
516
+16
+3% +$285 ﹤0.01% 1709
2016
Q3 		$9K Buy
+500
New +$7.97K ﹤0.01% 1718

Other funds holding USAC

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Next Financial Group's USAC Position: Q3 2017 in Review

Next Financial Group sold out of USA Compression Partners (USAC) in Q3 2017, closing a stake of 2,547 shares — an estimated $42K sold.

Next Financial Group first reported a position in USAC in Q3 2016 and held it in 4 quarters. The position peaked at $42K in Q2 2017. 59 funds tracked by Wall St. Rank hold USAC as of Q3 2017.

  • Next Financial Group reported no remaining USA Compression Partners position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 2,547 USA Compression Partners shares in Q3 2017, an estimated $42K.
  • Next Financial Group first reported a position in USA Compression Partners in Q3 2016 and held it in 4 quarters.
  • Next Financial Group's USA Compression Partners position peaked at $42K in Q2 2017.
  • 59 funds tracked by Wall St. Rank held USA Compression Partners as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.