NEXT FINANCIAL HOLDINGS

HOUSTON, TX How do I update this listing?

Next Financial Holdings is based out of Houston. Their last reported 13F filing for Q1 2019 included $394,723,000 in managed 13F securities and a top 10 holdings concentration of 35.91%. Next Financial Holdings's largest holding is iShares 1-3 Year Treasury Bond ETF with shares held of 612,353. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: -26.25%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
ENVESTNET ASSET MANAGEMENT INC

Active Schedule 13D and 13G events

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