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Opus Investment Management’s NewtekOne NEWT Stock Holding History

Opus Investment 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
Q3 		– Sell
-2,730
Closed -$44K – 94
2017
Q2 		$44K Hold
2,730
– – 0.01% 91
2017
Q1 		$46K Hold
2,730
– – 0.01% 86
2016
Q4 		$43K Hold
2,730
– – 0.01% 91
2016
Q3 		$39K Hold
2,730
– – 0.01% 90
2016
Q2 		$35K Hold
2,730
– – 0.01% 81
2016
Q1 		$34K Hold
2,730
– – 0.01% 71
2015
Q4 		$39K Buy
2,730
+330
+14% +$5.14K 0.01% 80
2015
Q3 		$39K Hold
2,400
– – 0.01% 80
2015
Q2 		$43K Hold
2,400
– – 0.01% 82
2015
Q1 		$40K Hold
2,400
– – 0.01% 81
2014
Q4 		$35K Buy
+2,400
New +$32.9K 0.01% 81

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Opus Investment Management's NEWT Position: Q3 2017 in Review

Opus Investment Management sold out of NewtekOne (NEWT) in Q3 2017, closing a stake of 2,730 shares — an estimated $44K sold.

Opus Investment Management first reported a position in NEWT in Q4 2014 and held it in 11 quarters. The position peaked at $46K in Q1 2017. 56 funds tracked by Wall St. Rank hold NEWT as of Q3 2017.

  • Opus Investment Management reported no remaining NewtekOne position as of Q3 2017 after selling out during the quarter.
  • Opus Investment Management sold 2,730 NewtekOne shares in Q3 2017, an estimated $44K.
  • Opus Investment Management first reported a position in NewtekOne in Q4 2014 and held it in 11 quarters.
  • Opus Investment Management's NewtekOne position peaked at $46K in Q1 2017.
  • 56 funds tracked by Wall St. Rank held NewtekOne as of Q3 2017.

Based on Opus Investment Management's 13F filing for Q3 2017, filed 15 Nov 2017.