NEXT Financial Holdings’s Barings Participation Investors MPV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$4K	Buy	+250	New	+$3.85K	﹤0.01%	1315

Other funds holding MPV

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

HAM

Hammer Asset Management Auburn, California $20.6M AUM 18.22% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Barings Participation Investors (MPV) in Q1 2019: 250 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings.

32 funds tracked by Wall St. Rank hold MPV as of Q1 2019.

NEXT Financial Holdings held 250 shares of Barings Participation Investors worth $4K as of Q1 2019.
Barings Participation Investors was a new NEXT Financial Holdings position in Q1 2019.
Barings Participation Investors made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1315 holding.
32 funds tracked by Wall St. Rank held Barings Participation Investors as of Q1 2019.

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