Spot Trading’s NewtekOne NEWT Stock Holding History

Spot Trading’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 Q1	–	Sell	-8,400	Closed	-$134K	–	3190
2016 Q4	$134K	Buy	+8,400	New	+$126K	﹤0.01%	2095

Other funds holding NEWT

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

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

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

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

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MCM

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

Spot Trading's NEWT Position: Q1 2017 in Review

Spot Trading sold out of NewtekOne (NEWT) in Q1 2017, closing a stake of 1,414 shares — an estimated $22K sold.

Spot Trading first reported a position in NEWT in Q4 2016 and held it in 1 quarter. The position peaked at $22K in Q4 2016. 68 funds tracked by Wall St. Rank hold NEWT as of Q1 2017.

Spot Trading reported no remaining NewtekOne position as of Q1 2017 after selling out during the quarter.
Spot Trading sold 1,414 NewtekOne shares in Q1 2017, an estimated $22K.
Spot Trading first reported a position in NewtekOne in Q4 2016 and held it in 1 quarter.
Spot Trading's NewtekOne position peaked at $22K in Q4 2016.
68 funds tracked by Wall St. Rank held NewtekOne as of Q1 2017.

Based on Spot Trading's 13F filing for Q1 2017, filed 1 May 2017.