IPC
NEWR

Independent Portfolio Consultants’s New Relic, Inc. NEWR Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$342K Sell
7,950
-715
-8% -$29.8K 0.14% 218
2017
Q1 		$321K Buy
+8,665
New +$304K 0.11% 267

Other funds holding NEWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Independent Portfolio Consultants's NEWR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its New Relic, Inc. (NEWR) stake by 8.3% in Q2 2017, selling an estimated $29.8K and leaving 7,950 shares worth $342K. The position accounts for 0.14% of the portfolio, ranked #218.

Independent Portfolio Consultants first reported a position in NEWR in Q1 2017 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold NEWR as of Q2 2017.

  • Independent Portfolio Consultants held 7,950 shares of New Relic, Inc. worth $342K as of Q2 2017.
  • Independent Portfolio Consultants sold 715 New Relic, Inc. shares in Q2 2017, an estimated $29.8K.
  • New Relic, Inc. made up 0.14% of Independent Portfolio Consultants's portfolio in Q2 2017, its #218 holding.
  • Independent Portfolio Consultants first reported a position in New Relic, Inc. in Q1 2017 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held New Relic, Inc. as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.