WFG Advisors’s NextGen Healthcare, Inc. Common Stock NXGN Stock Holding History

WFG Advisors’s Portfolio NXGN Stock Details NXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$3K	Hold	168	–	–	﹤0.01%	1387
2017 Q1	$3K	Hold	168	–	–	﹤0.01%	1302
2016 Q4	$2K	Hold	168	–	–	﹤0.01%	1433
2016 Q3	$2K	Hold	168	–	–	﹤0.01%	1419
2016 Q2	$2K	Hold	168	–	–	﹤0.01%	1398
2016 Q1	$3K	Buy	168 +2	+1%	+$30	﹤0.01%	1299
2015 Q4	$3K	Buy	166 +2	+1%	+$29	﹤0.01%	1325
2015 Q3	$2K	Buy	164 +2	+1%	+$27	﹤0.01%	1444
2015 Q2	$3K	Buy	162 +2	+1%	+$32	﹤0.01%	1440
2015 Q1	$3K	Hold	160	–	–	﹤0.01%	1497
2014 Q4	$2K	Sell	160 -161	-50%	-$2.35K	﹤0.01%	1889
2014 Q3	$4K	Sell	321 -445	-58%	-$6.75K	﹤0.01%	1741
2014 Q2	$12K	Sell	766 -2,661	-78%	-$42.1K	﹤0.01%	1438
2014 Q1	$58K	Buy	3,427 +97	+3%	+$1.76K	0.01%	855
2013 Q4	$70K	Buy	+3,330	New	+$75K	0.01%	879

Other funds holding NXGN

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WFG Advisors's NXGN Position: Q2 2017 in Review

WFG Advisors held its NextGen Healthcare, Inc. Common Stock (NXGN) position steady in Q2 2017 at 168 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

WFG Advisors first reported a position in NXGN in Q4 2013 and has held it in 15 quarters since. The position peaked at $70K in Q4 2013. 185 funds tracked by Wall St. Rank hold NXGN as of Q2 2017.

WFG Advisors held 168 shares of NextGen Healthcare, Inc. Common Stock worth $3K as of Q2 2017.
WFG Advisors left its NextGen Healthcare, Inc. Common Stock share count unchanged in Q2 2017.
NextGen Healthcare, Inc. Common Stock made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1387 holding.
WFG Advisors first reported a position in NextGen Healthcare, Inc. Common Stock in Q4 2013 and has held it in 15 quarters since.
WFG Advisors's NextGen Healthcare, Inc. Common Stock position peaked at $70K in Q4 2013.
185 funds tracked by Wall St. Rank held NextGen Healthcare, Inc. Common Stock as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.