KIA
NEWTL

KCM Investment Advisors’s Newtek Business Services Corp NEWTL Stock Holding History

KCM Investment Advisors’s Portfolio NEWTL Stock Details NEWTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,003
Closed -$255K – 542
2017
Q4 		$255K Sell
10,003
-1,687
-14% -$42.9K 0.01% 464
2017
Q3 		$298K Buy
11,690
+2,050
+21% +$52.2K 0.02% 431
2017
Q2 		$246K Hold
9,640
– – 0.02% 483
2017
Q1 		$245K Buy
9,640
+300
+3% +$7.64K 0.02% 479
2016
Q4 		$237K Buy
9,340
+1,250
+15% +$31.8K 0.02% 484
2016
Q3 		$207K Buy
+8,090
New +$206K 0.01% 512

KCM Investment Advisors's NEWTL Position: Q1 2018 in Review

KCM Investment Advisors sold out of Newtek Business Services Corp (NEWTL) in Q1 2018, closing a stake of 10,003 shares — an estimated $255K sold.

KCM Investment Advisors first reported a position in NEWTL in Q3 2016 and held it in 6 quarters. The position peaked at $298K in Q3 2017. 0 funds tracked by Wall St. Rank hold NEWTL as of Q1 2018.

  • KCM Investment Advisors reported no remaining Newtek Business Services Corp position as of Q1 2018 after selling out during the quarter.
  • KCM Investment Advisors sold 10,003 Newtek Business Services Corp shares in Q1 2018, an estimated $255K.
  • KCM Investment Advisors first reported a position in Newtek Business Services Corp in Q3 2016 and held it in 6 quarters.
  • KCM Investment Advisors's Newtek Business Services Corp position peaked at $298K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Newtek Business Services Corp as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.