First Trust Advisors’s NewStar Financial, Inc. NEWS Stock Holding History

First Trust 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	-18,735	Closed	-$220K	–	2544
2017 Q3	$220K	Buy	+18,735	New	+$205K	﹤0.01%	2304

Other funds holding NEWS

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

First Trust Advisors's NEWS Position: Q4 2017 in Review

First Trust Advisors sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 18,735 shares — an estimated $220K sold.

First Trust Advisors first reported a position in NEWS in Q3 2017 and held it in 1 quarter. The position peaked at $220K in Q3 2017. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

First Trust Advisors reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
First Trust Advisors sold 18,735 NewStar Financial, Inc. shares in Q4 2017, an estimated $220K.
First Trust Advisors first reported a position in NewStar Financial, Inc. in Q3 2017 and held it in 1 quarter.
First Trust Advisors's NewStar Financial, Inc. position peaked at $220K in Q3 2017.
2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on First Trust Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.