Next Financial Group’s WABCO HOLDINGS INC. WBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-130	Closed	-$18K	–	2134
2020 Q1	$18K	Hold	130	–	–	﹤0.01%	1326
2019 Q4	$18K	Hold	130	–	–	﹤0.01%	1571
2019 Q3	$17K	Hold	130	–	–	﹤0.01%	1518
2019 Q2	$17K	Buy	130 +116	+829%	+$15.3K	﹤0.01%	1530
2019 Q1	$2K	Sell	14 -116	-89%	-$14.3K	﹤0.01%	1517
2018 Q4	$14K	Buy	+130	New	+$14.4K	﹤0.01%	1251
2017 Q1	–	Sell	-130	Closed	-$14K	–	2413
2016 Q4	$14K	Hold	130	–	–	﹤0.01%	1522
2016 Q3	$15K	Buy	+130	New	+$13.2K	﹤0.01%	1499
2015 Q2	–	Sell	-5	Closed	–	–	2006
2015 Q1	$0	Hold	5	–	–	﹤0.01%	1999
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	1853
2014 Q3	$0	Hold	5	–	–	﹤0.01%	2590
2014 Q2	$0	Buy	+5	New	+$536	﹤0.01%	1243

Other funds holding WBC

Cerebellum San Francisco, California $21.5M AUM

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Next Financial Group's WBC Position: Q2 2020 in Review

Next Financial Group sold out of WABCO HOLDINGS INC. (WBC) in Q2 2020, closing a stake of 130 shares — an estimated $18K sold.

Next Financial Group first reported a position in WBC in Q2 2014 and held it in 12 quarters. The position peaked at $18K in Q1 2020. 2 funds tracked by Wall St. Rank hold WBC as of Q2 2020.

Next Financial Group reported no remaining WABCO HOLDINGS INC. position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 130 WABCO HOLDINGS INC. shares in Q2 2020, an estimated $18K.
Next Financial Group first reported a position in WABCO HOLDINGS INC. in Q2 2014 and held it in 12 quarters.
Next Financial Group's WABCO HOLDINGS INC. position peaked at $18K in Q1 2020.
2 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.