Joel Isaacson & Co’s Netsuite Inc N Stock Holding History

Joel Isaacson & Co’s Portfolio N Stock Details N Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-4,000	Closed	-$443K	–	735
2016 Q3	$443K	Hold	4,000	–	–	0.09%	100
2016 Q2	$291K	Hold	4,000	–	–	0.06%	140
2016 Q1	$274K	Sell	4,000 -1,200	-23%	-$78.6K	0.06%	143
2015 Q4	$440K	Hold	5,200	–	–	0.11%	88
2015 Q3	$436K	Sell	5,200 -5	-0.1%	-$459	0.12%	82
2015 Q2	$478K	Buy	5,205 +5	+0.1%	+$474	0.12%	84
2015 Q1	$482K	Hold	5,200	–	–	0.12%	85
2014 Q4	$568K	Buy	+5,200	New	+$531K	0.15%	67

Other funds holding N

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Joel Isaacson & Co's N Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Netsuite Inc (N) in Q4 2016, closing a stake of 4,000 shares — an estimated $443K sold.

Joel Isaacson & Co first reported a position in N in Q4 2014 and held it in 8 quarters. The position peaked at $568K in Q4 2014. 1 fund tracked by Wall St. Rank holds N as of Q4 2016.

Joel Isaacson & Co reported no remaining Netsuite Inc position as of Q4 2016 after selling out during the quarter.
Joel Isaacson & Co sold 4,000 Netsuite Inc shares in Q4 2016, an estimated $443K.
Joel Isaacson & Co first reported a position in Netsuite Inc in Q4 2014 and held it in 8 quarters.
Joel Isaacson & Co's Netsuite Inc position peaked at $568K in Q4 2014.
1 fund tracked by Wall St. Rank held Netsuite Inc as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.