NEXT Financial Holdings’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$12K	Buy	+282	New	+$11.7K	﹤0.01%	1072

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares US Financial Services ETF (IYG) in Q1 2019: 282 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

NEXT Financial Holdings held 282 shares of iShares US Financial Services ETF worth $12K as of Q1 2019.
iShares US Financial Services ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Financial Services ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1072 holding.
155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

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