BRM
NEWS

Boston Research & Management’s NewStar Financial, Inc. NEWS Stock Holding History

Boston Research & Management’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
2014
Q3 		– Sell
-28,262
Closed -$397K – 104
2014
Q2 		$397K Sell
28,262
-10,000
-26% -$127K 0.27% 75
2014
Q1 		$530K Buy
+38,262
New +$586K 0.39% 67

Other funds holding NEWS

CZPM
Capital Z Partners Management New York $47.4M AUM 35.48% 1-Year Est. Return
CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
NMLIC
Northwestern Mutual Life Insurance Company Milwaukee, Wisconsin $37M AUM 21.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Consector Capital New York $45.9M AUM 4.93% 1-Year Est. Return

Boston Research & Management's NEWS Position: Q3 2014 in Review

Boston Research & Management sold out of NewStar Financial, Inc. (NEWS) in Q3 2014, closing a stake of 28,262 shares — an estimated $397K sold.

Boston Research & Management first reported a position in NEWS in Q1 2014 and held it in 2 quarters. The position peaked at $530K in Q1 2014. 61 funds tracked by Wall St. Rank hold NEWS as of Q3 2014.

  • Boston Research & Management reported no remaining NewStar Financial, Inc. position as of Q3 2014 after selling out during the quarter.
  • Boston Research & Management sold 28,262 NewStar Financial, Inc. shares in Q3 2014, an estimated $397K.
  • Boston Research & Management first reported a position in NewStar Financial, Inc. in Q1 2014 and held it in 2 quarters.
  • Boston Research & Management's NewStar Financial, Inc. position peaked at $530K in Q1 2014.
  • 61 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q3 2014.

Based on Boston Research & Management's 13F filing for Q3 2014, filed 4 Nov 2014.