OIM
NKBS

Opus Investment Management’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Opus Investment Management’s Portfolio NKBS Stock Details NKBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-12,000
Closed -$33K – 85
2014
Q3 		$33K Hold
12,000
– – 0.01% 80
2014
Q2 		$33K Hold
12,000
– – 0.01% 81
2014
Q1 		$35K Hold
12,000
– – 0.01% 74
2013
Q4 		$38K Hold
12,000
– – 0.01% 74
2013
Q3 		$36K Hold
12,000
– – 0.01% 75
2013
Q2 		$25K Buy
+12,000
New +$25K 0.01% 70

Other funds holding NKBS

MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Opus Investment Management's NKBS Position: Q4 2014 in Review

Opus Investment Management sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q4 2014, closing a stake of 12,000 shares — an estimated $33K sold.

Opus Investment Management first reported a position in NKBS in Q2 2013 and held it in 6 quarters. The position peaked at $38K in Q4 2013. 1 fund tracked by Wall St. Rank holds NKBS as of Q4 2014.

  • Opus Investment Management reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q4 2014 after selling out during the quarter.
  • Opus Investment Management sold 12,000 NEWTEK BUSINESS SERVICES, INC. shares in Q4 2014, an estimated $33K.
  • Opus Investment Management first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q2 2013 and held it in 6 quarters.
  • Opus Investment Management's NEWTEK BUSINESS SERVICES, INC. position peaked at $38K in Q4 2013.
  • 1 fund tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q4 2014.

Based on Opus Investment Management's 13F filing for Q4 2014, filed 9 Feb 2015.