Invesco’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Invesco’s Portfolio NKBS Stock Details NKBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-33,104	Closed	-$91K	–	4205
2014 Q3	$91K	Sell	33,104 -20,296	-38%	-$55.8K	﹤0.01%	3857
2014 Q2	$146K	Buy	53,400 +2,562	+5%	+$7K	﹤0.01%	3837
2014 Q1	$146K	Buy	+50,838	New	+$146K	﹤0.01%	3869

Other funds holding NKBS

MLICM

Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Invesco's NKBS Position: Q4 2014 in Review

Invesco sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q4 2014, closing a stake of 33,104 shares — an estimated $91K sold.

Invesco first reported a position in NKBS in Q1 2014 and held it in 3 quarters. The position peaked at $146K in Q2 2014. 1 fund tracked by Wall St. Rank holds NKBS as of Q4 2014.

Invesco reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q4 2014 after selling out during the quarter.
Invesco sold 33,104 NEWTEK BUSINESS SERVICES, INC. shares in Q4 2014, an estimated $91K.
Invesco first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q1 2014 and held it in 3 quarters.
Invesco's NEWTEK BUSINESS SERVICES, INC. position peaked at $146K in Q2 2014.
1 fund tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q4 2014.

Based on Invesco's 13F filing for Q4 2014, filed 13 Feb 2015.