Dimensional Fund Advisors
NEWS

Dimensional Fund Advisors’s NewStar Financial, Inc. NEWS Stock Holding History

Dimensional Fund Advisors’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
-2,635,139
Closed -$30.9M – 3402
2017
Q3 		$30.9M Buy
2,635,139
+44,474
+2% +$486K 0.01% 1758
2017
Q2 		$27.2M Buy
2,590,665
+90,892
+4% +$921K 0.01% 1818
2017
Q1 		$26.4M Buy
2,499,773
+8,385
+0.3% +$81.4K 0.01% 1810
2016
Q4 		$23M Buy
2,491,388
+26,103
+1% +$245K 0.01% 1870
2016
Q3 		$23.9M Buy
2,465,285
+11,071
+0.5% +$110K 0.01% 1770
2016
Q2 		$20.7M Sell
2,454,214
-1,238
-0.1% -$11K 0.01% 1820
2016
Q1 		$21.5M Buy
2,455,452
+4,151
+0.2% +$31.2K 0.01% 1761
2015
Q4 		$22M Buy
2,451,301
+8,722
+0.4% +$80.8K 0.01% 1704
2015
Q3 		$20M Buy
2,442,579
+23,804
+1% +$257K 0.01% 1745
2015
Q2 		$26.6M Buy
2,418,775
+3,447
+0.1% +$38.4K 0.02% 1552
2015
Q1 		$28.3M Buy
2,415,328
+4,148
+0.2% +$44.7K 0.02% 1441
2014
Q4 		$30.9M Buy
2,411,180
+12,572
+0.5% +$152K 0.02% 1280
2014
Q3 		$27M Sell
2,398,608
-15,518
-0.6% -$183K 0.02% 1289
2014
Q2 		$33.9M Sell
2,414,126
-10,940
-0.5% -$139K 0.02% 1067
2014
Q1 		$33.6M Sell
2,425,066
-5,342
-0.2% -$81.9K 0.03% 996
2013
Q4 		$43.2M Sell
2,430,408
-350
-0% -$5.88K 0.03% 726
2013
Q3 		$44.4M Sell
2,430,758
-249
-0% -$3.74K 0.04% 619
2013
Q2 		$32.4M Buy
+2,431,007
New +$30.6M 0.03% 800

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 $146M AUM 26.34% 1-Year Est. Return

Dimensional Fund Advisors's NEWS Position: Q4 2017 in Review

Dimensional Fund Advisors sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 2,635,139 shares — an estimated $30.9M sold.

Dimensional Fund Advisors first reported a position in NEWS in Q2 2013 and held it in 18 quarters. The position peaked at $44.4M in Q3 2013. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

  • Dimensional Fund Advisors reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,635,139 NewStar Financial, Inc. shares in Q4 2017, an estimated $30.9M.
  • Dimensional Fund Advisors first reported a position in NewStar Financial, Inc. in Q2 2013 and held it in 18 quarters.
  • Dimensional Fund Advisors's NewStar Financial, Inc. position peaked at $44.4M in Q3 2013.
  • 2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on Dimensional Fund Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.