Benjamin F. Edwards & Company’s NewStar Financial, Inc. NEWS Stock Holding History

Benjamin F. Edwards & Company’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	-4,922	Closed	-$58K	–	1675
2017 Q3	$58K	Buy	4,922 +157	+3%	+$1.72K	0.01%	737
2017 Q2	$50K	Sell	4,765 -82	-2%	-$831	0.01%	711
2017 Q1	$51K	Buy	+4,847	New	+$47K	0.01%	670

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

Benjamin F. Edwards & Company's NEWS Position: Q4 2017 in Review

Benjamin F. Edwards & Company sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 4,922 shares — an estimated $58K sold.

Benjamin F. Edwards & Company first reported a position in NEWS in Q1 2017 and held it in 3 quarters. The position peaked at $58K in Q3 2017. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

Benjamin F. Edwards & Company reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Benjamin F. Edwards & Company sold 4,922 NewStar Financial, Inc. shares in Q4 2017, an estimated $58K.
Benjamin F. Edwards & Company first reported a position in NewStar Financial, Inc. in Q1 2017 and held it in 3 quarters.
Benjamin F. Edwards & Company's NewStar Financial, Inc. position peaked at $58K in Q3 2017.
2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2017, filed 17 Jan 2018.