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First Personal Financial Services’s NewtekOne NEWT Stock Holding History

First Personal Financial Services’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-249
Closed -$4K – 919
2016
Q4 		$4K Hold
249
– – ﹤0.01% 840
2016
Q3 		$4K Hold
249
– – ﹤0.01% 720
2016
Q2 		$3K Buy
+249
New +$3.15K ﹤0.01% 738

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

First Personal Financial Services's NEWT Position: Q1 2017 in Review

First Personal Financial Services sold out of NewtekOne (NEWT) in Q1 2017, closing a stake of 249 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in NEWT in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 68 funds tracked by Wall St. Rank hold NEWT as of Q1 2017.

  • First Personal Financial Services reported no remaining NewtekOne position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 249 NewtekOne shares in Q1 2017, an estimated $4K.
  • First Personal Financial Services first reported a position in NewtekOne in Q2 2016 and held it in 3 quarters.
  • First Personal Financial Services's NewtekOne position peaked at $4K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held NewtekOne as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.