Next Financial Group’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-242	Closed	-$1K	–	2463
2019 Q2	$1K	Hold	242	–	–	﹤0.01%	2272
2019 Q1	$2K	Buy	+242	New	+$1.88K	﹤0.01%	1508

Other funds holding USX

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Next Financial Group's USX Position: Q3 2019 in Review

Next Financial Group sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q3 2019, closing a stake of 242 shares — an estimated $1K sold.

Next Financial Group first reported a position in USX in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 73 funds tracked by Wall St. Rank hold USX as of Q3 2019.

Next Financial Group reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q3 2019 after selling out during the quarter.
Next Financial Group sold 242 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q3 2019, an estimated $1K.
Next Financial Group first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q1 2019 and held it in 2 quarters.
Next Financial Group's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $2K in Q1 2019.
73 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.