NEXT Financial Holdings’s abrdn Global Dynamic Dividend Fund AGD Stock Holding History

NEXT Financial Holdings’s Portfolio AGD Stock Details AGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$2K	Buy	+250	New	+$2.37K	﹤0.01%	1426

Other funds holding AGD

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in abrdn Global Dynamic Dividend Fund (AGD) in Q1 2019: 250 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1426 among its holdings.

42 funds tracked by Wall St. Rank hold AGD as of Q1 2019.

NEXT Financial Holdings held 250 shares of abrdn Global Dynamic Dividend Fund worth $2K as of Q1 2019.
abrdn Global Dynamic Dividend Fund was a new NEXT Financial Holdings position in Q1 2019.
abrdn Global Dynamic Dividend Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1426 holding.
42 funds tracked by Wall St. Rank held abrdn Global Dynamic Dividend Fund as of Q1 2019.

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