NFH
PCM

NEXT Financial Holdings’s PCM Fund PCM Stock Holding History

NEXT Financial Holdings’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$25K Buy
+2,200
New +$23.7K 0.01% 910

Other funds holding PCM

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in PCM Fund (PCM) in Q1 2019: 2,200 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #910 among its holdings.

23 funds tracked by Wall St. Rank hold PCM as of Q1 2019.

  • NEXT Financial Holdings held 2,200 shares of PCM Fund worth $25K as of Q1 2019.
  • PCM Fund was a new NEXT Financial Holdings position in Q1 2019.
  • PCM Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #910 holding.
  • 23 funds tracked by Wall St. Rank held PCM Fund as of Q1 2019.

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