NFG
YHOO

Next Financial Group’s Yahoo Inc YHOO Stock Holding History

Next Financial Group’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,674
Closed -$225K – 2038
2017
Q1 		$225K Sell
4,674
-951
-17% -$42.5K 0.06% 287
2016
Q4 		$218K Buy
5,625
+300
+6% +$12.3K 0.04% 452
2016
Q3 		$230K Sell
5,325
-8,125
-60% -$333K 0.04% 426
2016
Q2 		$505K Buy
13,450
+100
+0.7% +$3.69K 0.16% 140
2016
Q1 		$491K Sell
13,350
-3,650
-21% -$114K 0.17% 132
2015
Q4 		$565K Buy
17,000
+2,225
+15% +$74.2K 0.21% 112
2015
Q3 		$427K Buy
14,775
+5,341
+57% +$185K 0.15% 147
2015
Q2 		$370K Buy
9,434
+6,100
+183% +$262K 0.13% 178
2015
Q1 		$148K Sell
3,334
-4,450
-57% -$201K 0.05% 373
2014
Q4 		$393K Sell
7,784
-10,047
-56% -$473K 0.13% 178
2014
Q3 		$727K Buy
+17,831
New +$669K 0.14% 155

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $16.9B AUM 36.16% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

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

Next Financial Group sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 4,674 shares — an estimated $225K sold.

Next Financial Group first reported a position in YHOO in Q3 2014 and held it in 11 quarters. The position peaked at $727K in Q3 2014. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Next Financial Group reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Next Financial Group sold 4,674 Yahoo Inc shares in Q2 2017, an estimated $225K.
  • Next Financial Group first reported a position in Yahoo Inc in Q3 2014 and held it in 11 quarters.
  • Next Financial Group's Yahoo Inc position peaked at $727K in Q3 2014.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

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