Next Financial Group’s West Corporation WSTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-250	Closed	-$6K	–	2487
2016 Q4	$6K	Hold	250	–	–	﹤0.01%	1893
2016 Q3	$6K	Buy	+250	New	+$5.59K	﹤0.01%	1899

Other funds holding WSTC

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Next Financial Group's WSTC Position: Q1 2017 in Review

Next Financial Group sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 250 shares — an estimated $6K sold.

Next Financial Group first reported a position in WSTC in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

Next Financial Group reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 250 West Corporation shares in Q1 2017, an estimated $6K.
Next Financial Group first reported a position in West Corporation in Q3 2016 and held it in 2 quarters.
Next Financial Group's West Corporation position peaked at $6K in Q4 2016.
144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.