AA
NKBS

Apriem Advisors’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Apriem Advisors’s Portfolio NKBS Stock Details NKBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-250
Closed -$1K – 565
2013
Q3 		$1K Hold
250
– – ﹤0.01% 499
2013
Q2 		$1K Buy
+250
New +$1K ﹤0.01% 467

Other funds holding NKBS

PCM
Potomac Capital Management New York $115M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Apriem Advisors's NKBS Position: Q4 2013 in Review

Apriem Advisors sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q4 2013, closing a stake of 250 shares — an estimated $1K sold.

Apriem Advisors first reported a position in NKBS in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 31 funds tracked by Wall St. Rank hold NKBS as of Q4 2013.

  • Apriem Advisors reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q4 2013 after selling out during the quarter.
  • Apriem Advisors sold 250 NEWTEK BUSINESS SERVICES, INC. shares in Q4 2013, an estimated $1K.
  • Apriem Advisors first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q2 2013 and held it in 2 quarters.
  • Apriem Advisors's NEWTEK BUSINESS SERVICES, INC. position peaked at $1K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q4 2013.

Based on Apriem Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.