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B. Riley Financial’s NewtekOne NEWT Stock Holding History

B. Riley Financial’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
2016
Q4 		– Sell
-13,766
Closed -$196K – 148
2016
Q3 		$196K Hold
13,766
– – 0.13% 132
2016
Q2 		$175K Hold
13,766
– – 0.1% 126
2016
Q1 		$172K Hold
13,766
– – 0.13% 120
2015
Q4 		$197K Buy
+13,766
New +$214K 0.14% 118

Other funds holding NEWT

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NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Financial's NEWT Position: Q4 2016 in Review

B. Riley Financial sold out of NewtekOne (NEWT) in Q4 2016, closing a stake of 13,766 shares — an estimated $196K sold.

B. Riley Financial first reported a position in NEWT in Q4 2015 and held it in 4 quarters. The position peaked at $197K in Q4 2015. 49 funds tracked by Wall St. Rank hold NEWT as of Q4 2016.

  • B. Riley Financial reported no remaining NewtekOne position as of Q4 2016 after selling out during the quarter.
  • B. Riley Financial sold 13,766 NewtekOne shares in Q4 2016, an estimated $196K.
  • B. Riley Financial first reported a position in NewtekOne in Q4 2015 and held it in 4 quarters.
  • B. Riley Financial's NewtekOne position peaked at $197K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held NewtekOne as of Q4 2016.

Based on B. Riley Financial's 13F filing for Q4 2016, filed 15 Feb 2017.