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Next Financial Group’s Bristow Group VTOL Stock Holding History

Next Financial Group’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-188
Closed -$5K – 1963
2015
Q3 		$5K Hold
188
– – ﹤0.01% 1439
2015
Q2 		$7K Hold
188
– – ﹤0.01% 1391
2015
Q1 		$7K Hold
188
– – ﹤0.01% 1393
2014
Q4 		$8K Hold
188
– – ﹤0.01% 1344
2014
Q3 		$8K Hold
188
– – ﹤0.01% 1884
2014
Q2 		$10K Buy
+188
New +$10.9K 0.01% 789

Other funds holding VTOL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Next Financial Group's VTOL Position: Q4 2015 in Review

Next Financial Group sold out of Bristow Group (VTOL) in Q4 2015, closing a stake of 188 shares — an estimated $5K sold.

Next Financial Group first reported a position in VTOL in Q2 2014 and held it in 6 quarters. The position peaked at $10K in Q2 2014. 113 funds tracked by Wall St. Rank hold VTOL as of Q4 2015.

  • Next Financial Group reported no remaining Bristow Group position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 188 Bristow Group shares in Q4 2015, an estimated $5K.
  • Next Financial Group first reported a position in Bristow Group in Q2 2014 and held it in 6 quarters.
  • Next Financial Group's Bristow Group position peaked at $10K in Q2 2014.
  • 113 funds tracked by Wall St. Rank held Bristow Group as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.