Next Financial Group’s Weibo WB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,000	Closed	-$100K	–	1416
2017 Q3	$100K	Buy	1,000 +990	+9,900%	+$87.2K	0.03%	485
2017 Q2	$1K	Buy	+10	New	+$649	﹤0.01%	1871

Other funds holding WB

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kylin Management New York $173M AUM 39.51% 1-Year Est. Return

Next Financial Group's WB Position: Q4 2017 in Review

Next Financial Group sold out of Weibo (WB) in Q4 2017, closing a stake of 1,000 shares — an estimated $100K sold.

Next Financial Group first reported a position in WB in Q2 2017 and held it in 2 quarters. The position peaked at $100K in Q3 2017. 287 funds tracked by Wall St. Rank hold WB as of Q4 2017.

Next Financial Group reported no remaining Weibo position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 1,000 Weibo shares in Q4 2017, an estimated $100K.
Next Financial Group first reported a position in Weibo in Q2 2017 and held it in 2 quarters.
Next Financial Group's Weibo position peaked at $100K in Q3 2017.
287 funds tracked by Wall St. Rank held Weibo as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.