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Next Financial Group’s WESCO International WCC Stock Holding History

Next Financial Group’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-306
Closed -$24K – 2382
2014
Q3 		$24K Buy
+306
New +$25.3K ﹤0.01% 1312

Other funds holding WCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Next Financial Group's WCC Position: Q4 2014 in Review

Next Financial Group sold out of WESCO International (WCC) in Q4 2014, closing a stake of 306 shares — an estimated $24K sold.

Next Financial Group first reported a position in WCC in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 229 funds tracked by Wall St. Rank hold WCC as of Q4 2014.

  • Next Financial Group reported no remaining WESCO International position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 306 WESCO International shares in Q4 2014, an estimated $24K.
  • Next Financial Group first reported a position in WESCO International in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's WESCO International position peaked at $24K in Q3 2014.
  • 229 funds tracked by Wall St. Rank held WESCO International as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.