Next Financial Group’s Vista Gold VGZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,000	Closed	-$2K	–	2424
2019 Q4	$2K	Hold	3,000	–	–	﹤0.01%	2219
2019 Q3	$2K	Hold	3,000	–	–	﹤0.01%	2154
2019 Q2	$2K	Hold	3,000	–	–	﹤0.01%	2158
2019 Q1	$2K	Hold	3,000	–	–	﹤0.01%	1501
2018 Q4	$2K	Hold	3,000	–	–	﹤0.01%	1773
2018 Q3	$2K	Buy	+3,000	New	+$1.69K	﹤0.01%	1334
2017 Q1	–	Sell	-3,000	Closed	-$3K	–	2291
2016 Q4	$3K	Hold	3,000	–	–	﹤0.01%	2108
2016 Q3	$3K	Buy	+3,000	New	+$3.72K	﹤0.01%	2099
2014 Q4	–	Sell	-3,000	Closed	-$1K	–	2368
2014 Q3	$1K	Buy	+3,000	New	+$1.4K	﹤0.01%	2457

Other funds holding VGZ

SVG

Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.01B AUM 79.26% 1-Year Est. Return

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $120M AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Next Financial Group sold out of Vista Gold (VGZ) in Q1 2020, closing a stake of 3,000 shares — an estimated $2K sold.

Next Financial Group first reported a position in VGZ in Q3 2014 and held it in 9 quarters. The position peaked at $3K in Q4 2016. 32 funds tracked by Wall St. Rank hold VGZ as of Q1 2020.

Next Financial Group reported no remaining Vista Gold position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 3,000 Vista Gold shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in Vista Gold in Q3 2014 and held it in 9 quarters.
Next Financial Group's Vista Gold position peaked at $3K in Q4 2016.
32 funds tracked by Wall St. Rank held Vista Gold as of Q1 2020.

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