Alpine Woods Capital Investors’s NewStar Financial, Inc. NEWS Stock Holding History

Alpine Woods Capital Investors’s Portfolio NEWS Stock Details NEWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10,000	Closed	-$117K	–	481
2017 Q3	$117K	Sell	10,000 -5,000	-33%	-$54.7K	0.01%	438
2017 Q2	$158K	Sell	15,000 -5,000	-25%	-$50.7K	0.01%	430
2017 Q1	$212K	Hold	20,000	–	–	0.01%	416
2016 Q4	$185K	Buy	+20,000	New	+$188K	0.01%	419

Other funds holding NEWS

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Alpine Woods Capital Investors's NEWS Position: Q4 2017 in Review

Alpine Woods Capital Investors sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 10,000 shares — an estimated $117K sold.

Alpine Woods Capital Investors first reported a position in NEWS in Q4 2016 and held it in 4 quarters. The position peaked at $212K in Q1 2017. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

Alpine Woods Capital Investors reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Alpine Woods Capital Investors sold 10,000 NewStar Financial, Inc. shares in Q4 2017, an estimated $117K.
Alpine Woods Capital Investors first reported a position in NewStar Financial, Inc. in Q4 2016 and held it in 4 quarters.
Alpine Woods Capital Investors's NewStar Financial, Inc. position peaked at $212K in Q1 2017.
2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2017, filed 14 Feb 2018.