Dimensional Fund Advisors’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Dimensional Fund Advisors’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 Q4	–	Sell	-653,560	Closed	-$1.8M	–	3611
2014 Q3	$1.8M	Sell	653,560 -16,185	-2%	-$44.5K	﹤0.01%	2857
2014 Q2	$1.83M	Sell	669,745 -700	-0.1%	-$1.92K	﹤0.01%	2881
2014 Q1	$1.93M	Hold	670,445	–	–	﹤0.01%	2849
2013 Q4	$2.1M	Sell	670,445 -4,245	-0.6%	-$13.3K	﹤0.01%	2839
2013 Q3	$2M	Sell	674,690 -13,000	-2%	-$38.5K	﹤0.01%	2859
2013 Q2	$1.45M	Buy	+687,690	New	+$1.45M	﹤0.01%	2916

Other funds holding NKBS

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Dimensional Fund Advisors's NKBS Position: Q4 2014 in Review

Dimensional Fund Advisors sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q4 2014, closing a stake of 653,560 shares — an estimated $1.8M sold.

Dimensional Fund Advisors first reported a position in NKBS in Q2 2013 and held it in 6 quarters. The position peaked at $2.1M in Q4 2013. 1 fund tracked by Wall St. Rank holds NKBS as of Q4 2014.

Dimensional Fund Advisors reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q4 2014 after selling out during the quarter.
Dimensional Fund Advisors sold 653,560 NEWTEK BUSINESS SERVICES, INC. shares in Q4 2014, an estimated $1.8M.
Dimensional Fund Advisors first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q2 2013 and held it in 6 quarters.
Dimensional Fund Advisors's NEWTEK BUSINESS SERVICES, INC. position peaked at $2.1M in Q4 2013.
1 fund tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q4 2014.

Based on Dimensional Fund Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.