KIA
NEWTI

KCM Investment Advisors’s Newtek Business Services Corp. 6.25% Notes Due 2023 NEWTI Stock Holding History

KCM Investment Advisors’s Portfolio NEWTI Stock Details NEWTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-43,450
Closed -$1.09M – 419
2018
Q4 		$1.09M Sell
43,450
-1,200
-3% -$30.5K 0.07% 219
2018
Q3 		$1.15M Hold
44,650
– – 0.07% 224
2018
Q2 		$1.16M Sell
44,650
-1,300
-3% -$33.3K 0.07% 218
2018
Q1 		$1.17M Buy
+45,950
New +$1.17M 0.07% 233

KCM Investment Advisors's NEWTI Position: Q1 2019 in Review

KCM Investment Advisors sold out of Newtek Business Services Corp. 6.25% Notes Due 2023 (NEWTI) in Q1 2019, closing a stake of 43,450 shares — an estimated $1.09M sold.

KCM Investment Advisors first reported a position in NEWTI in Q1 2018 and held it in 4 quarters. The position peaked at $1.17M in Q1 2018. 0 funds tracked by Wall St. Rank hold NEWTI as of Q1 2019.

  • KCM Investment Advisors reported no remaining Newtek Business Services Corp. 6.25% Notes Due 2023 position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 43,450 Newtek Business Services Corp. 6.25% Notes Due 2023 shares in Q1 2019, an estimated $1.09M.
  • KCM Investment Advisors first reported a position in Newtek Business Services Corp. 6.25% Notes Due 2023 in Q1 2018 and held it in 4 quarters.
  • KCM Investment Advisors's Newtek Business Services Corp. 6.25% Notes Due 2023 position peaked at $1.17M in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Newtek Business Services Corp. 6.25% Notes Due 2023 as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.