AP
NEWR

Atwood & Palmer’s New Relic, Inc. NEWR Stock Holding History

Atwood & Palmer’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-712
Closed -$26K – 401
2015
Q4 		$26K Hold
712
– – ﹤0.01% 248
2015
Q3 		$27K Buy
+712
New +$25.2K 0.01% 239

Other funds holding NEWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atwood & Palmer's NEWR Position: Q1 2016 in Review

Atwood & Palmer sold out of New Relic, Inc. (NEWR) in Q1 2016, closing a stake of 712 shares — an estimated $26K sold.

Atwood & Palmer first reported a position in NEWR in Q3 2015 and held it in 2 quarters. The position peaked at $27K in Q3 2015. 91 funds tracked by Wall St. Rank hold NEWR as of Q1 2016.

  • Atwood & Palmer reported no remaining New Relic, Inc. position as of Q1 2016 after selling out during the quarter.
  • Atwood & Palmer sold 712 New Relic, Inc. shares in Q1 2016, an estimated $26K.
  • Atwood & Palmer first reported a position in New Relic, Inc. in Q3 2015 and held it in 2 quarters.
  • Atwood & Palmer's New Relic, Inc. position peaked at $27K in Q3 2015.
  • 91 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.