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Fusion Family Wealth’s NewtekOne NEWT Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-10,841
Closed -$189K – 214
2018
Q4 		$189K Buy
10,841
+1,150
+12% +$22.2K 0.06% 62
2018
Q3 		$203K Buy
9,691
+111
+1% +$2.43K 0.05% 61
2018
Q2 		$191K Buy
9,580
+848
+10% +$16.1K 0.05% 65
2018
Q1 		$158K Buy
8,732
+107
+1% +$1.9K 0.05% 62
2017
Q4 		$159K Buy
8,625
+6,225
+259% +$110K 0.04% 80
2017
Q3 		$43K Sell
2,400
-4,535
-65% -$77.5K 0.01% 94
2017
Q2 		$113K Buy
6,935
+2,506
+57% +$41.9K 0.04% 94
2017
Q1 		$75K Buy
4,429
+94
+2% +$1.52K 0.03% 104
2016
Q4 		$67K Buy
+4,335
New +$64.9K 0.04% 108

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Fusion Family Wealth's NEWT Position: Q1 2019 in Review

Fusion Family Wealth sold out of NewtekOne (NEWT) in Q1 2019, closing a stake of 10,841 shares — an estimated $189K sold.

Fusion Family Wealth first reported a position in NEWT in Q4 2016 and held it in 9 quarters. The position peaked at $203K in Q3 2018. 65 funds tracked by Wall St. Rank hold NEWT as of Q1 2019.

  • Fusion Family Wealth reported no remaining NewtekOne position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 10,841 NewtekOne shares in Q1 2019, an estimated $189K.
  • Fusion Family Wealth first reported a position in NewtekOne in Q4 2016 and held it in 9 quarters.
  • Fusion Family Wealth's NewtekOne position peaked at $203K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held NewtekOne as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.