EIM
NKBS

Essex Investment Management’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Essex Investment Management’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
Q1 		– Sell
-18,495
Closed -$58K – 402
2013
Q4 		$58K Hold
18,495
– – 0.01% 355
2013
Q3 		$55K Buy
+18,495
New +$55K 0.01% 352

Other funds holding NKBS

PCM
Potomac Capital Management New York $115M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Essex Investment Management's NKBS Position: Q1 2014 in Review

Essex Investment Management sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q1 2014, closing a stake of 18,495 shares — an estimated $58K sold.

Essex Investment Management first reported a position in NKBS in Q3 2013 and held it in 2 quarters. The position peaked at $58K in Q4 2013. 30 funds tracked by Wall St. Rank hold NKBS as of Q1 2014.

  • Essex Investment Management reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q1 2014 after selling out during the quarter.
  • Essex Investment Management sold 18,495 NEWTEK BUSINESS SERVICES, INC. shares in Q1 2014, an estimated $58K.
  • Essex Investment Management first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q3 2013 and held it in 2 quarters.
  • Essex Investment Management's NEWTEK BUSINESS SERVICES, INC. position peaked at $58K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q1 2014.

Based on Essex Investment Management's 13F filing for Q1 2014, filed 28 Apr 2014.