NFH
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NEXT Financial Holdings’s Penumbra PEN Stock Holding History

NEXT Financial Holdings’s Portfolio PEN Stock Details PEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$78K Buy
+532
New +$76K 0.02% 611

Other funds holding PEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Penumbra (PEN) in Q1 2019: 532 shares worth $78K. The stake represents 0.02% of the portfolio and ranks #611 among its holdings.

198 funds tracked by Wall St. Rank hold PEN as of Q1 2019.

  • NEXT Financial Holdings held 532 shares of Penumbra worth $78K as of Q1 2019.
  • Penumbra was a new NEXT Financial Holdings position in Q1 2019.
  • Penumbra made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #611 holding.
  • 198 funds tracked by Wall St. Rank held Penumbra as of Q1 2019.

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