NEXT Financial Holdings’s Icahn Enterprises IEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$47K	Buy	+650	New	+$45.4K	0.01%	752

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Icahn Enterprises (IEP) in Q1 2019: 650 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings.

103 funds tracked by Wall St. Rank hold IEP as of Q1 2019.

NEXT Financial Holdings held 650 shares of Icahn Enterprises worth $47K as of Q1 2019.
Icahn Enterprises was a new NEXT Financial Holdings position in Q1 2019.
Icahn Enterprises made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #752 holding.
103 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2019.

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