NEXT Financial Holdings’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$6.25M	Buy	+68,262	New	+$6.25M	1.58%	5

Other funds holding BIL

KPAG

KLS Professional Advisors Group New York $2.15B AUM 6.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2019: 68,262 shares worth $6.25M. The stake represents 1.58% of the portfolio and ranks #5 among its holdings.

278 funds tracked by Wall St. Rank hold BIL as of Q1 2019.

NEXT Financial Holdings held 68,262 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $6.25M as of Q1 2019.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF was a new NEXT Financial Holdings position in Q1 2019.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 1.58% of NEXT Financial Holdings's portfolio in Q1 2019, its #5 holding.
278 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2019.

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