NEXT Financial Holdings’s Penske Automotive Group PAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$3K	Buy	+60	New	+$2.66K	﹤0.01%	1397

Other funds holding PAG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Penske Automotive Group (PAG) in Q1 2019: 60 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

260 funds tracked by Wall St. Rank hold PAG as of Q1 2019.

NEXT Financial Holdings held 60 shares of Penske Automotive Group worth $3K as of Q1 2019.
Penske Automotive Group was a new NEXT Financial Holdings position in Q1 2019.
Penske Automotive Group made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1397 holding.
260 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2019.

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