FA
NEWR

FDx Advisors’s New Relic, Inc. NEWR Stock Holding History

FDx Advisors’s Portfolio NEWR Stock Details NEWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,750
Closed -$278K – 1135
2018
Q1 		$278K Sell
3,750
-1,857
-33% -$124K 0.01% 1003
2017
Q4 		$324K Sell
5,607
-4,144
-42% -$225K 0.01% 995
2017
Q3 		$486K Sell
9,751
-3,380
-26% -$160K 0.01% 818
2017
Q2 		$565K Sell
13,131
-1,048
-7% -$43.6K 0.02% 738
2017
Q1 		$526K Buy
14,179
+1,013
+8% +$35.5K 0.02% 763
2016
Q4 		$372K Buy
+13,166
New +$434K 0.01% 886

Other funds holding NEWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FDx Advisors's NEWR Position: Q2 2018 in Review

FDx Advisors sold out of New Relic, Inc. (NEWR) in Q2 2018, closing a stake of 3,750 shares — an estimated $278K sold.

FDx Advisors first reported a position in NEWR in Q4 2016 and held it in 6 quarters. The position peaked at $565K in Q2 2017. 279 funds tracked by Wall St. Rank hold NEWR as of Q2 2018.

  • FDx Advisors reported no remaining New Relic, Inc. position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 3,750 New Relic, Inc. shares in Q2 2018, an estimated $278K.
  • FDx Advisors first reported a position in New Relic, Inc. in Q4 2016 and held it in 6 quarters.
  • FDx Advisors's New Relic, Inc. position peaked at $565K in Q2 2017.
  • 279 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.