MA
NEWS

MUFG Americas’s NewStar Financial, Inc. NEWS Stock Holding History

MUFG Americas’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
Q1 		– Sell
-150
Closed -$1K – 1233
2016
Q4 		$1K Sell
150
-155
-51% -$1.46K ﹤0.01% 1087
2016
Q3 		$3K Sell
305
-150
-33% -$1.49K ﹤0.01% 1072
2016
Q2 		$4K Buy
+455
New +$4.05K ﹤0.01% 1057

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
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

MUFG Americas's NEWS Position: Q1 2017 in Review

MUFG Americas sold out of NewStar Financial, Inc. (NEWS) in Q1 2017, closing a stake of 150 shares — an estimated $1K sold.

MUFG Americas first reported a position in NEWS in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q2 2016. 88 funds tracked by Wall St. Rank hold NEWS as of Q1 2017.

  • MUFG Americas reported no remaining NewStar Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • MUFG Americas sold 150 NewStar Financial, Inc. shares in Q1 2017, an estimated $1K.
  • MUFG Americas first reported a position in NewStar Financial, Inc. in Q2 2016 and held it in 3 quarters.
  • MUFG Americas's NewStar Financial, Inc. position peaked at $4K in Q2 2016.
  • 88 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q1 2017.

Based on MUFG Americas's 13F filing for Q1 2017, filed 4 May 2017.