Omnia Family Wealth’s NewStar Financial, Inc. NEWS Stock Holding History

Omnia Family Wealth’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 Q4	–	Sell	-1,075	Closed	-$13K	–	668
2017 Q3	$13K	Hold	1,075	–	–	0.01%	247
2017 Q2	$11K	Hold	1,075	–	–	0.01%	275
2017 Q1	$11K	Hold	1,075	–	–	0.01%	276
2016 Q4	$10K	Buy	+1,075	New	+$10.1K	0.01%	294

Other funds holding NEWS

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Omnia Family Wealth's NEWS Position: Q4 2017 in Review

Omnia Family Wealth sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 1,075 shares — an estimated $13K sold.

Omnia Family Wealth first reported a position in NEWS in Q4 2016 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.

Omnia Family Wealth reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
Omnia Family Wealth sold 1,075 NewStar Financial, Inc. shares in Q4 2017, an estimated $13K.
Omnia Family Wealth first reported a position in NewStar Financial, Inc. in Q4 2016 and held it in 4 quarters.
Omnia Family Wealth's NewStar Financial, Inc. position peaked at $13K in Q3 2017.
2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.