NFH
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NEXT Financial Holdings’s CVR Energy CVI Stock Holding History

NEXT Financial Holdings’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$365K Buy
+8,861
New +$352K 0.09% 201

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in CVR Energy (CVI) in Q1 2019: 8,861 shares worth $365K. The stake represents 0.09% of the portfolio and ranks #201 among its holdings.

198 funds tracked by Wall St. Rank hold CVI as of Q1 2019.

  • NEXT Financial Holdings held 8,861 shares of CVR Energy worth $365K as of Q1 2019.
  • CVR Energy was a new NEXT Financial Holdings position in Q1 2019.
  • CVR Energy made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #201 holding.
  • 198 funds tracked by Wall St. Rank held CVR Energy as of Q1 2019.

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