NFH
ADAM

NEXT Financial Holdings’s Adamas Trust ADAM Stock Holding History

NEXT Financial Holdings’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$15K Buy
+605
New +$14.9K ﹤0.01% 1029

Other funds holding ADAM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NEXT Financial Holdings's ADAM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Adamas Trust (ADAM) in Q1 2019: 605 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings.

190 funds tracked by Wall St. Rank hold ADAM as of Q1 2019.

  • NEXT Financial Holdings held 605 shares of Adamas Trust worth $15K as of Q1 2019.
  • Adamas Trust was a new NEXT Financial Holdings position in Q1 2019.
  • Adamas Trust made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1029 holding.
  • 190 funds tracked by Wall St. Rank held Adamas Trust as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.