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Advisor Group’s NewtekOne NEWT Stock Holding History

Advisor Group’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$194K Buy
8,557
+46
+0.5% +$1.04K ﹤0.01% 2413
2019
Q3 		$192K Buy
8,511
+4,017
+89% +$89.1K ﹤0.01% 2357
2019
Q2 		$104K Buy
4,494
+1,759
+64% +$38.4K ﹤0.01% 2830
2019
Q1 		$54K Sell
2,735
-1,889
-41% -$36.7K ﹤0.01% 3330
2018
Q4 		$80K Buy
4,624
+254
+6% +$4.9K ﹤0.01% 2830
2018
Q3 		$91K Buy
4,370
+1,110
+34% +$24.3K ﹤0.01% 2822
2018
Q2 		$65K Buy
3,260
+2,500
+329% +$47.4K ﹤0.01% 2876
2018
Q1 		$14K Buy
760
+170
+29% +$3.01K ﹤0.01% 3890
2017
Q4 		$11K Sell
590
-100
-14% -$1.77K ﹤0.01% 4033
2017
Q3 		$13K Sell
690
-615
-47% -$10.5K ﹤0.01% 3822
2017
Q2 		$22K Buy
1,305
+590
+83% +$9.88K ﹤0.01% 3455
2017
Q1 		$12K Buy
715
+550
+333% +$8.92K ﹤0.01% 3686
2016
Q4 		$3K Buy
+165
New +$2.47K ﹤0.01% 4123

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Advisor Group's NEWT Position: Q4 2019 in Review

Advisor Group increased its NewtekOne (NEWT) stake by 0.54% in Q4 2019, buying an estimated $1.04K and bringing the position to 8,557 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Advisor Group first reported a position in NEWT in Q4 2016 and has held it in 13 quarters since. 76 funds tracked by Wall St. Rank hold NEWT as of Q4 2019.

  • Advisor Group held 8,557 shares of NewtekOne worth $194K as of Q4 2019.
  • Advisor Group bought 46 NewtekOne shares in Q4 2019, an estimated $1.04K.
  • NewtekOne made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2413 holding.
  • Advisor Group first reported a position in NewtekOne in Q4 2016 and has held it in 13 quarters since.
  • 76 funds tracked by Wall St. Rank held NewtekOne as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.