NFH
LRGF icon

NEXT Financial Holdings’s iShares US Equity Factor ETF LRGF Stock Holding History

NEXT Financial Holdings’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$78K Buy
+2,500
New +$75.6K 0.02% 610

Other funds holding LRGF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares US Equity Factor ETF (LRGF) in Q1 2019: 2,500 shares worth $78K. The stake represents 0.02% of the portfolio and ranks #610 among its holdings.

115 funds tracked by Wall St. Rank hold LRGF as of Q1 2019.

  • NEXT Financial Holdings held 2,500 shares of iShares US Equity Factor ETF worth $78K as of Q1 2019.
  • iShares US Equity Factor ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares US Equity Factor ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #610 holding.
  • 115 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q1 2019.

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