Next Financial Group’s Telefônica Brasil VIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-69	Closed	-$1K	–	2425
2019 Q4	$1K	Sell	69 -13	-16%	-$174	﹤0.01%	2308
2019 Q3	$1K	Hold	82	–	–	﹤0.01%	2270
2019 Q2	$1K	Hold	82	–	–	﹤0.01%	2260
2019 Q1	$1K	Hold	82	–	–	﹤0.01%	1592
2018 Q4	$1K	Hold	82	–	–	﹤0.01%	1897
2018 Q3	$1K	Buy	+82	New	+$866	﹤0.01%	1434
2017 Q4	–	Sell	-13	Closed	–	–	1382
2017 Q3	$0	Hold	13	–	–	﹤0.01%	1963
2017 Q2	$0	Buy	+13	New	+$187	﹤0.01%	1989
2017 Q1	–	Sell	-82	Closed	-$1K	–	2293
2016 Q4	$1K	Hold	82	–	–	﹤0.01%	2322
2016 Q3	$1K	Buy	82 +69	+531%	+$1K	﹤0.01%	2316
2016 Q2	$0	Hold	13	–	–	﹤0.01%	1857
2016 Q1	$0	Hold	13	–	–	﹤0.01%	1876
2015 Q4	$0	Hold	13	–	–	﹤0.01%	1956
2015 Q3	$0	Buy	+13	New	+$153	﹤0.01%	1968
2014 Q4	–	Sell	-82	Closed	-$2K	–	2372
2014 Q3	$2K	Buy	+82	New	+$1.66K	﹤0.01%	2342

Other funds holding VIV

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Next Financial Group sold out of Telefônica Brasil (VIV) in Q1 2020, closing a stake of 69 shares — an estimated $1K sold.

Next Financial Group first reported a position in VIV in Q3 2014 and held it in 15 quarters. The position peaked at $2K in Q3 2014. 166 funds tracked by Wall St. Rank hold VIV as of Q1 2020.

Next Financial Group reported no remaining Telefônica Brasil position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 69 Telefônica Brasil shares in Q1 2020, an estimated $1K.
Next Financial Group first reported a position in Telefônica Brasil in Q3 2014 and held it in 15 quarters.
Next Financial Group's Telefônica Brasil position peaked at $2K in Q3 2014.
166 funds tracked by Wall St. Rank held Telefônica Brasil as of Q1 2020.

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