Next Financial Group’s Werner Enterprises WERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-544	Closed	-$20K	–	1888
2020 Q1	$20K	Buy	+544	New	+$19.6K	﹤0.01%	1278

Other funds holding WERN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Next Financial Group sold out of Werner Enterprises (WERN) in Q2 2020, closing a stake of 544 shares — an estimated $20K sold.

Next Financial Group first reported a position in WERN in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 264 funds tracked by Wall St. Rank hold WERN as of Q2 2020.

Next Financial Group reported no remaining Werner Enterprises position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 544 Werner Enterprises shares in Q2 2020, an estimated $20K.
Next Financial Group first reported a position in Werner Enterprises in Q1 2020 and held it in 1 quarter.
Next Financial Group's Werner Enterprises position peaked at $20K in Q1 2020.
264 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2020.

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