NFG
WNR

Next Financial Group’s Western Refining Inc WNR Stock Holding History

Next Financial Group’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-28
Closed -$1K – 2054
2017
Q1 		$1K Sell
28
-815
-97% -$29.4K ﹤0.01% 1861
2016
Q4 		$32K Sell
843
-5,044
-86% -$166K 0.01% 1154
2016
Q3 		$156K Buy
5,887
+5,559
+1,695% +$131K 0.03% 535
2016
Q2 		$6K Sell
328
-272
-45% -$6.39K ﹤0.01% 1391
2016
Q1 		$17K Buy
+600
New +$18.1K 0.01% 1009

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Next Financial Group's WNR Position: Q2 2017 in Review

Next Financial Group sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 28 shares — an estimated $1K sold.

Next Financial Group first reported a position in WNR in Q1 2016 and held it in 5 quarters. The position peaked at $156K in Q3 2016. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • Next Financial Group reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 28 Western Refining Inc shares in Q2 2017, an estimated $1K.
  • Next Financial Group first reported a position in Western Refining Inc in Q1 2016 and held it in 5 quarters.
  • Next Financial Group's Western Refining Inc position peaked at $156K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.