NFG
XCRA

Next Financial Group’s Xcerra Corporation XCRA Stock Holding History

Next Financial Group’s Portfolio XCRA Stock Details XCRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-592
Closed -$6K – 2511
2014
Q3 		$6K Buy
+592
New +$5.86K ﹤0.01% 2008

Other funds holding XCRA

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Next Financial Group sold out of Xcerra Corporation (XCRA) in Q4 2014, closing a stake of 592 shares — an estimated $6K sold.

Next Financial Group first reported a position in XCRA in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 130 funds tracked by Wall St. Rank hold XCRA as of Q4 2014.

  • Next Financial Group reported no remaining Xcerra Corporation position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 592 Xcerra Corporation shares in Q4 2014, an estimated $6K.
  • Next Financial Group first reported a position in Xcerra Corporation in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Xcerra Corporation position peaked at $6K in Q3 2014.
  • 130 funds tracked by Wall St. Rank held Xcerra Corporation as of Q4 2014.

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