NFH
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NEXT Financial Holdings’s Boston Beer SAM Stock Holding History

NEXT Financial Holdings’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$25K Buy
+84
New +$23K 0.01% 911

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Boston Beer (SAM) in Q1 2019: 84 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #911 among its holdings.

266 funds tracked by Wall St. Rank hold SAM as of Q1 2019.

  • NEXT Financial Holdings held 84 shares of Boston Beer worth $25K as of Q1 2019.
  • Boston Beer was a new NEXT Financial Holdings position in Q1 2019.
  • Boston Beer made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #911 holding.
  • 266 funds tracked by Wall St. Rank held Boston Beer as of Q1 2019.

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