KPCM
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Kings Point Capital Management’s NewtekOne NEWT Stock Holding History

Kings Point Capital Management’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-963
Closed -$20K – 359
2018
Q3 		$20K Buy
+963
New +$21.1K ﹤0.01% 315

Other funds holding NEWT

Wellington Management Group
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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Kings Point Capital Management's NEWT Position: Q4 2018 in Review

Kings Point Capital Management sold out of NewtekOne (NEWT) in Q4 2018, closing a stake of 963 shares — an estimated $20K sold.

Kings Point Capital Management first reported a position in NEWT in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 69 funds tracked by Wall St. Rank hold NEWT as of Q4 2018.

  • Kings Point Capital Management reported no remaining NewtekOne position as of Q4 2018 after selling out during the quarter.
  • Kings Point Capital Management sold 963 NewtekOne shares in Q4 2018, an estimated $20K.
  • Kings Point Capital Management first reported a position in NewtekOne in Q3 2018 and held it in 1 quarter.
  • Kings Point Capital Management's NewtekOne position peaked at $20K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held NewtekOne as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.