KCM
NEWS

Kennedy Capital Management’s NewStar Financial, Inc. NEWS Stock Holding History

Kennedy Capital Management’s Portfolio NEWS Stock Details NEWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-253,895
Closed -$2.69M – 813
2017
Q1 		$2.69M Sell
253,895
-10,074
-4% -$97.7K 0.05% 552
2016
Q4 		$2.44M Sell
263,969
-7,359
-3% -$69.1K 0.04% 562
2016
Q3 		$2.63M Sell
271,328
-15,730
-5% -$156K 0.05% 522
2016
Q2 		$2.42M Sell
287,058
-14,970
-5% -$133K 0.05% 534
2016
Q1 		$2.64M Buy
302,028
+830
+0.3% +$6.24K 0.05% 533
2015
Q4 		$2.71M Sell
301,198
-7,328
-2% -$67.9K 0.05% 517
2015
Q3 		$2.53M Buy
308,526
+2,886
+0.9% +$31.2K 0.05% 524
2015
Q2 		$3.36M Sell
305,640
-13,873
-4% -$155K 0.06% 496
2015
Q1 		$3.75M Buy
319,513
+26,977
+9% +$291K 0.07% 469
2014
Q4 		$3.74M Buy
292,536
+6,199
+2% +$75.2K 0.07% 467
2014
Q3 		$3.22M Buy
286,337
+1,515
+0.5% +$17.9K 0.06% 477
2014
Q2 		$4M Buy
284,822
+4,373
+2% +$55.7K 0.07% 425
2014
Q1 		$3.89M Sell
280,449
-52,487
-16% -$804K 0.07% 422
2013
Q4 		$5.92M Sell
332,936
-15,317
-4% -$257K 0.11% 346
2013
Q3 		$6.36M Sell
348,253
-28,285
-8% -$424K 0.12% 308
2013
Q2 		$5.01M Buy
+376,538
New +$4.73M 0.1% 356

Other funds holding NEWS

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
CZPM
Capital Z Partners Management New York $47.4M AUM 35.48% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

Kennedy Capital Management's NEWS Position: Q2 2017 in Review

Kennedy Capital Management sold out of NewStar Financial, Inc. (NEWS) in Q2 2017, closing a stake of 253,895 shares — an estimated $2.69M sold.

Kennedy Capital Management first reported a position in NEWS in Q2 2013 and held it in 16 quarters. The position peaked at $6.36M in Q3 2013. 79 funds tracked by Wall St. Rank hold NEWS as of Q2 2017.

  • Kennedy Capital Management reported no remaining NewStar Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 253,895 NewStar Financial, Inc. shares in Q2 2017, an estimated $2.69M.
  • Kennedy Capital Management first reported a position in NewStar Financial, Inc. in Q2 2013 and held it in 16 quarters.
  • Kennedy Capital Management's NewStar Financial, Inc. position peaked at $6.36M in Q3 2013.
  • 79 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.