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Next Financial Group’s UTStarcom UTSI Stock Holding History

Next Financial Group’s Portfolio UTSI Stock Details UTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4
Closed – – 2282
2016
Q4 		$0 Hold
4
– – ﹤0.01% 2487
2016
Q3 		$0 Buy
+4
New +$32 ﹤0.01% 2437
2014
Q4 		– Sell
-4
Closed – – 2358
2014
Q3 		$0 Buy
+4
New +$48 ﹤0.01% 2566

Other funds holding UTSI

SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's UTSI Position: Q1 2017 in Review

Next Financial Group sold out of UTStarcom (UTSI) in Q1 2017, closing a stake of 4 shares.

Next Financial Group first reported a position in UTSI in Q3 2014 and held it in 3 quarters. The position peaked at $0 in Q4 2016. 26 funds tracked by Wall St. Rank hold UTSI as of Q1 2017.

  • Next Financial Group reported no remaining UTStarcom position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 4 UTStarcom shares in Q1 2017.
  • Next Financial Group first reported a position in UTStarcom in Q3 2014 and held it in 3 quarters.
  • Next Financial Group's UTStarcom position peaked at $0 in Q4 2016.
  • 26 funds tracked by Wall St. Rank held UTStarcom as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.