NFG
VFL

Next Financial Group’s abrdn National Municipal Income Fund VFL Stock Holding History

Next Financial Group’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,441
Closed -$80K – 2441
2016
Q2 		$80K Sell
5,441
-2,512
-32% -$35.7K 0.03% 527
2016
Q1 		$109K Buy
7,953
+71
+0.9% +$954 0.04% 407
2015
Q4 		$102K Buy
7,882
+77
+1% +$997 0.04% 415
2015
Q3 		$99K Buy
7,805
+79
+1% +$1K 0.04% 423
2015
Q2 		$97K Buy
7,726
+77
+1% +$991 0.03% 476
2015
Q1 		$100K Buy
+7,649
New +$101K 0.03% 468
2014
Q4 		– Sell
-1,500
Closed -$19K – 2365
2014
Q3 		$19K Buy
+1,500
New +$19.3K ﹤0.01% 1453

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return