NEXT Financial Holdings’s PennantPark Floating Rate Capital PFLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$99K	Buy	+7,663	New	+$98.4K	0.03%	537

Other funds holding PFLT

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in PennantPark Floating Rate Capital (PFLT) in Q1 2019: 7,663 shares worth $99K. The stake represents 0.03% of the portfolio and ranks #537 among its holdings.

101 funds tracked by Wall St. Rank hold PFLT as of Q1 2019.

NEXT Financial Holdings held 7,663 shares of PennantPark Floating Rate Capital worth $99K as of Q1 2019.
PennantPark Floating Rate Capital was a new NEXT Financial Holdings position in Q1 2019.
PennantPark Floating Rate Capital made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #537 holding.
101 funds tracked by Wall St. Rank held PennantPark Floating Rate Capital as of Q1 2019.

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