CS
NKBS

Credit Suisse’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Credit Suisse’s Portfolio NKBS Stock Details NKBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-11,095
Closed -$30K – 4913
2014
Q2 		$30K Buy
+11,095
New +$30K ﹤0.01% 4619

Other funds holding NKBS

PCM
Potomac Capital Management New York $115M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Chubb Corp Warren, New Jersey $1.24B AUM 0.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse's NKBS Position: Q3 2014 in Review

Credit Suisse sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q3 2014, closing a stake of 11,095 shares — an estimated $30K sold.

Credit Suisse first reported a position in NKBS in Q2 2014 and held it in 1 quarter. The position peaked at $30K in Q2 2014. 31 funds tracked by Wall St. Rank hold NKBS as of Q3 2014.

  • Credit Suisse reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q3 2014 after selling out during the quarter.
  • Credit Suisse sold 11,095 NEWTEK BUSINESS SERVICES, INC. shares in Q3 2014, an estimated $30K.
  • Credit Suisse first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q2 2014 and held it in 1 quarter.
  • Credit Suisse's NEWTEK BUSINESS SERVICES, INC. position peaked at $30K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q3 2014.

Based on Credit Suisse's 13F filing for Q3 2014, filed 14 Nov 2014.