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Sterneck Capital Management’s NewtekOne NEWT Stock Holding History

Sterneck Capital 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
Q2 		– Sell
-32,319
Closed -$549K – 123
2017
Q1 		$549K Buy
+32,319
New +$524K 0.33% 78

Other funds holding NEWT

Wellington Management Group
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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
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sterneck Capital Management's NEWT Position: Q2 2017 in Review

Sterneck Capital Management sold out of NewtekOne (NEWT) in Q2 2017, closing a stake of 32,319 shares — an estimated $549K sold.

Sterneck Capital Management first reported a position in NEWT in Q1 2017 and held it in 1 quarter. The position peaked at $549K in Q1 2017. 67 funds tracked by Wall St. Rank hold NEWT as of Q2 2017.

  • Sterneck Capital Management reported no remaining NewtekOne position as of Q2 2017 after selling out during the quarter.
  • Sterneck Capital Management sold 32,319 NewtekOne shares in Q2 2017, an estimated $549K.
  • Sterneck Capital Management first reported a position in NewtekOne in Q1 2017 and held it in 1 quarter.
  • Sterneck Capital Management's NewtekOne position peaked at $549K in Q1 2017.
  • 67 funds tracked by Wall St. Rank held NewtekOne as of Q2 2017.

Based on Sterneck Capital Management's 13F filing for Q2 2017, filed 16 Aug 2017.