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Camarda Financial Advisors’s NewtekOne NEWT Stock Holding History

Camarda Financial 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
2016
Q3 		– Sell
-113
Closed -$1K – 239
2016
Q2 		$1K Buy
+113
New +$1.43K ﹤0.01% 251

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WFI
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UBS Group
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BA
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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

Camarda Financial Advisors's NEWT Position: Q3 2016 in Review

Camarda Financial Advisors sold out of NewtekOne (NEWT) in Q3 2016, closing a stake of 113 shares — an estimated $1K sold.

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

  • Camarda Financial Advisors reported no remaining NewtekOne position as of Q3 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 113 NewtekOne shares in Q3 2016, an estimated $1K.
  • Camarda Financial Advisors first reported a position in NewtekOne in Q2 2016 and held it in 1 quarter.
  • Camarda Financial Advisors's NewtekOne position peaked at $1K in Q2 2016.
  • 49 funds tracked by Wall St. Rank held NewtekOne as of Q3 2016.

Based on Camarda Financial Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.