River Wealth Advisors’s NewtekOne NEWT Stock Holding History

River Wealth Advisors’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
2019 Q1	–	Sell	-23	Closed	–	–	369
2018 Q4	$0	Hold	23	–	–	﹤0.01%	572
2018 Q3	$0	Buy	+23	New	+$504	﹤0.01%	598

Other funds holding NEWT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MCM

McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

River Wealth Advisors's NEWT Position: Q1 2019 in Review

River Wealth Advisors sold out of NewtekOne (NEWT) in Q1 2019, closing a stake of 23 shares.

River Wealth Advisors first reported a position in NEWT in Q3 2018 and held it in 2 quarters. The position peaked at $0 in Q4 2018. 65 funds tracked by Wall St. Rank hold NEWT as of Q1 2019.

River Wealth Advisors reported no remaining NewtekOne position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 23 NewtekOne shares in Q1 2019.
River Wealth Advisors first reported a position in NewtekOne in Q3 2018 and held it in 2 quarters.
River Wealth Advisors's NewtekOne position peaked at $0 in Q4 2018.
65 funds tracked by Wall St. Rank held NewtekOne as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.