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BlackRock Investment Management’s NewtekOne NEWT Stock Holding History

BlackRock Investment Management’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
Q3 		– Sell
-353
Closed -$4K – 3976
2016
Q2 		$4K Buy
+353
New +$4.46K ﹤0.01% 3890

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BlackRock Investment Management's NEWT Position: Q3 2016 in Review

BlackRock Investment Management sold out of NewtekOne (NEWT) in Q3 2016, closing a stake of 353 shares — an estimated $4K sold.

BlackRock Investment Management first reported a position in NEWT in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 49 funds tracked by Wall St. Rank hold NEWT as of Q3 2016.

  • BlackRock Investment Management reported no remaining NewtekOne position as of Q3 2016 after selling out during the quarter.
  • BlackRock Investment Management sold 353 NewtekOne shares in Q3 2016, an estimated $4K.
  • BlackRock Investment Management first reported a position in NewtekOne in Q2 2016 and held it in 1 quarter.
  • BlackRock Investment Management's NewtekOne position peaked at $4K in Q2 2016.
  • 49 funds tracked by Wall St. Rank held NewtekOne as of Q3 2016.

Based on BlackRock Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.