Capstone Investment Advisors
NEWR

Capstone Investment Advisors’s New Relic, Inc. NEWR Stock Holding History

Capstone Investment Advisors’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-31,499
Closed -$889K – 1172
2016
Q4 		$889K Buy
+31,499
New +$1.04M 0.03% 455

Other funds holding NEWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
BTP
Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Investment Advisors's NEWR Position: Q1 2017 in Review

Capstone Investment Advisors sold out of New Relic, Inc. (NEWR) in Q1 2017, closing a stake of 31,499 shares — an estimated $889K sold.

Capstone Investment Advisors first reported a position in NEWR in Q4 2016 and held it in 1 quarter. The position peaked at $889K in Q4 2016. 144 funds tracked by Wall St. Rank hold NEWR as of Q1 2017.

  • Capstone Investment Advisors reported no remaining New Relic, Inc. position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 31,499 New Relic, Inc. shares in Q1 2017, an estimated $889K.
  • Capstone Investment Advisors first reported a position in New Relic, Inc. in Q4 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's New Relic, Inc. position peaked at $889K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held New Relic, Inc. as of Q1 2017.

Based on Capstone Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.