Congress Asset Management’s NewStar Financial, Inc. NEWS Stock Holding History

Congress Asset 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
2017 Q4	–	Sell	-201,709	Closed	-$2.37M	–	393
2017 Q3	$2.37M	Buy	+201,709	New	+$2.2M	0.04%	235

Other funds holding NEWS

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Congress Asset Management's NEWS Position: Q4 2017 in Review

Congress Asset Management sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 201,709 shares — an estimated $2.37M sold.

Congress Asset Management first reported a position in NEWS in Q3 2017 and held it in 1 quarter. The position peaked at $2.37M in Q3 2017. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

Congress Asset Management reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Congress Asset Management sold 201,709 NewStar Financial, Inc. shares in Q4 2017, an estimated $2.37M.
Congress Asset Management first reported a position in NewStar Financial, Inc. in Q3 2017 and held it in 1 quarter.
Congress Asset Management's NewStar Financial, Inc. position peaked at $2.37M in Q3 2017.
2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on Congress Asset Management's 13F filing for Q4 2017, filed 30 Jan 2018.