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Manchester Capital Management’s NewtekOne NEWT Stock Holding History

Manchester 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
2017
Q1 		– Sell
-333
Closed -$5K – 503
2016
Q4 		$5K Hold
333
– – ﹤0.01% 465
2016
Q3 		$5K Hold
333
– – ﹤0.01% 477
2016
Q2 		$4K Hold
333
– – ﹤0.01% 501
2016
Q1 		$4K Hold
333
– – ﹤0.01% 556
2015
Q4 		$5K Buy
+333
New +$5.18K ﹤0.01% 626

Other funds holding NEWT

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OCG
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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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Manchester Capital Management's NEWT Position: Q1 2017 in Review

Manchester Capital Management sold out of NewtekOne (NEWT) in Q1 2017, closing a stake of 333 shares — an estimated $5K sold.

Manchester Capital Management first reported a position in NEWT in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q4 2016. 68 funds tracked by Wall St. Rank hold NEWT as of Q1 2017.

  • Manchester Capital Management reported no remaining NewtekOne position as of Q1 2017 after selling out during the quarter.
  • Manchester Capital Management sold 333 NewtekOne shares in Q1 2017, an estimated $5K.
  • Manchester Capital Management first reported a position in NewtekOne in Q4 2015 and held it in 5 quarters.
  • Manchester Capital Management's NewtekOne position peaked at $5K in Q4 2016.
  • 68 funds tracked by Wall St. Rank held NewtekOne as of Q1 2017.

Based on Manchester Capital Management's 13F filing for Q1 2017, filed 25 Apr 2017.