NFG
WAGE

Next Financial Group’s WageWorks, Inc. WAGE Stock Holding History

Next Financial Group’s Portfolio WAGE Stock Details WAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-67
Closed -$3K – 2449
2019
Q1 		$3K Buy
+67
New +$2.19K ﹤0.01% 1419
2014
Q4 		– Sell
-125
Closed -$6K – 2488
2014
Q3 		$6K Buy
+125
New +$5.52K ﹤0.01% 2005

Other funds holding WAGE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's WAGE Position: Q2 2019 in Review

Next Financial Group sold out of WageWorks, Inc. (WAGE) in Q2 2019, closing a stake of 67 shares — an estimated $3K sold.

Next Financial Group first reported a position in WAGE in Q3 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 210 funds tracked by Wall St. Rank hold WAGE as of Q2 2019.

  • Next Financial Group reported no remaining WageWorks, Inc. position as of Q2 2019 after selling out during the quarter.
  • Next Financial Group sold 67 WageWorks, Inc. shares in Q2 2019, an estimated $3K.
  • Next Financial Group first reported a position in WageWorks, Inc. in Q3 2014 and held it in 2 quarters.
  • Next Financial Group's WageWorks, Inc. position peaked at $6K in Q3 2014.
  • 210 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q2 2019.

Based on Next Financial Group's 13F filing for Q2 2019, filed 16 Jul 2019.