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Bray Capital Advisors’s NewtekOne NEWT Stock Holding History

Bray Capital Advisors’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
2015
Q4 		– Sell
-500
Closed -$8K – 239
2015
Q3 		$8K Hold
500
– – 0.01% 337
2015
Q2 		$9K Buy
+500
New +$8.79K 0.01% 356

Other funds holding NEWT

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
ZC
Zelman Capital Beachwood, Ohio $81.9M AUM 22.32% 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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Bray Capital Advisors's NEWT Position: Q4 2015 in Review

Bray Capital Advisors sold out of NewtekOne (NEWT) in Q4 2015, closing a stake of 500 shares — an estimated $8K sold.

Bray Capital Advisors first reported a position in NEWT in Q2 2015 and held it in 2 quarters. The position peaked at $9K in Q2 2015. 44 funds tracked by Wall St. Rank hold NEWT as of Q4 2015.

  • Bray Capital Advisors reported no remaining NewtekOne position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 500 NewtekOne shares in Q4 2015, an estimated $8K.
  • Bray Capital Advisors first reported a position in NewtekOne in Q2 2015 and held it in 2 quarters.
  • Bray Capital Advisors's NewtekOne position peaked at $9K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held NewtekOne as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.