Stifel Financial
NEWS

Stifel Financial’s NewStar Financial, Inc. NEWS Stock Holding History

Stifel Financial’s Portfolio NEWS Stock Details NEWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,000
Closed -$139K – 2677
2016
Q4 		$139K Buy
+15,000
New +$141K ﹤0.01% 2327
2015
Q1 		– Sell
-24,419
Closed -$313K – 2494
2014
Q4 		$313K Sell
24,419
-105,581
-81% -$1.28M ﹤0.01% 1858
2014
Q3 		$1.46M Buy
130,000
+40,000
+44% +$473K 0.01% 897
2014
Q2 		$1.26M Buy
90,000
+60,000
+200% +$764K 0.01% 990
2014
Q1 		$416K Buy
+30,000
New +$460K ﹤0.01% 1526

Other funds holding NEWS

CC
Corsair Capital New York $1.74M AUM 5.17% 1-Year Est. Return
CZPM
Capital Z Partners Management New York $47.4M AUM 35.48% 1-Year Est. Return
SR
Swiss Re Zurich, Switzerland $16.4M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Stifel Financial's NEWS Position: Q1 2017 in Review

Stifel Financial sold out of NewStar Financial, Inc. (NEWS) in Q1 2017, closing a stake of 15,000 shares — an estimated $139K sold.

Stifel Financial first reported a position in NEWS in Q1 2014 and held it in 5 quarters. The position peaked at $1.46M in Q3 2014. 88 funds tracked by Wall St. Rank hold NEWS as of Q1 2017.

  • Stifel Financial reported no remaining NewStar Financial, Inc. position as of Q1 2017 after selling out during the quarter.
  • Stifel Financial sold 15,000 NewStar Financial, Inc. shares in Q1 2017, an estimated $139K.
  • Stifel Financial first reported a position in NewStar Financial, Inc. in Q1 2014 and held it in 5 quarters.
  • Stifel Financial's NewStar Financial, Inc. position peaked at $1.46M in Q3 2014.
  • 88 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q1 2017.

Based on Stifel Financial's 13F filing for Q1 2017, filed 10 May 2017.