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Hillsdale Investment Management’s NewtekOne NEWT Stock Holding History

Hillsdale Investment Management’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
2015
Q3 		– Sell
-14,700
Closed -$260K – 526
2015
Q2 		$260K Buy
+14,700
New +$259K 0.08% 306

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PCM
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ZC
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hillsdale Investment Management's NEWT Position: Q3 2015 in Review

Hillsdale Investment Management sold out of NewtekOne (NEWT) in Q3 2015, closing a stake of 14,700 shares — an estimated $260K sold.

Hillsdale Investment Management first reported a position in NEWT in Q2 2015 and held it in 1 quarter. The position peaked at $260K in Q2 2015. 37 funds tracked by Wall St. Rank hold NEWT as of Q3 2015.

  • Hillsdale Investment Management reported no remaining NewtekOne position as of Q3 2015 after selling out during the quarter.
  • Hillsdale Investment Management sold 14,700 NewtekOne shares in Q3 2015, an estimated $260K.
  • Hillsdale Investment Management first reported a position in NewtekOne in Q2 2015 and held it in 1 quarter.
  • Hillsdale Investment Management's NewtekOne position peaked at $260K in Q2 2015.
  • 37 funds tracked by Wall St. Rank held NewtekOne as of Q3 2015.

Based on Hillsdale Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.