NEXT Financial Holdings’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$4K	Buy	+90	New	+$3.31K	﹤0.01%	1309

Other funds holding IMCG

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2019: 90 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings.

83 funds tracked by Wall St. Rank hold IMCG as of Q1 2019.

NEXT Financial Holdings held 90 shares of iShares Morningstar Mid-Cap Growth ETF worth $4K as of Q1 2019.
iShares Morningstar Mid-Cap Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1309 holding.
83 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2019.

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