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WealthOne’s NewtekOne NEWT Stock Holding History

WealthOne’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
-2,385
Closed -$42K – 377
2018
Q4 		$42K Buy
+2,385
New +$46K 0.04% 189

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

WealthOne's NEWT Position: Q1 2019 in Review

WealthOne sold out of NewtekOne (NEWT) in Q1 2019, closing a stake of 2,385 shares — an estimated $42K sold.

WealthOne first reported a position in NEWT in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 65 funds tracked by Wall St. Rank hold NEWT as of Q1 2019.

  • WealthOne reported no remaining NewtekOne position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 2,385 NewtekOne shares in Q1 2019, an estimated $42K.
  • WealthOne first reported a position in NewtekOne in Q4 2018 and held it in 1 quarter.
  • WealthOne's NewtekOne position peaked at $42K in Q4 2018.
  • 65 funds tracked by Wall St. Rank held NewtekOne as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.