WCM
NEWS

Wedge Capital Management’s NewStar Financial, Inc. NEWS Stock Holding History

Wedge Capital Management’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
Q2 		– Sell
-34,100
Closed -$361K – 600
2017
Q1 		$361K Hold
34,100
– – ﹤0.01% 470
2016
Q4 		$315K Hold
34,100
– – ﹤0.01% 499
2016
Q3 		$331K Hold
34,100
– – ﹤0.01% 493
2016
Q2 		$287K Hold
34,100
– – ﹤0.01% 505
2016
Q1 		$298K Buy
+34,100
New +$256K ﹤0.01% 514

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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

Wedge Capital Management's NEWS Position: Q2 2017 in Review

Wedge Capital Management sold out of NewStar Financial, Inc. (NEWS) in Q2 2017, closing a stake of 34,100 shares — an estimated $361K sold.

Wedge Capital Management first reported a position in NEWS in Q1 2016 and held it in 5 quarters. The position peaked at $361K in Q1 2017. 79 funds tracked by Wall St. Rank hold NEWS as of Q2 2017.

  • Wedge Capital Management reported no remaining NewStar Financial, Inc. position as of Q2 2017 after selling out during the quarter.
  • Wedge Capital Management sold 34,100 NewStar Financial, Inc. shares in Q2 2017, an estimated $361K.
  • Wedge Capital Management first reported a position in NewStar Financial, Inc. in Q1 2016 and held it in 5 quarters.
  • Wedge Capital Management's NewStar Financial, Inc. position peaked at $361K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q2 2017.

Based on Wedge Capital Management's 13F filing for Q2 2017, filed 2 Aug 2017.