Wellington Management Group
NKBS

Wellington Management Group’s NEWTEK BUSINESS SERVICES, INC. NKBS Stock Holding History

Wellington Management Group’s Portfolio NKBS Stock Details NKBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-970,736
Closed -$2.87M – 2343
2013
Q3 		$2.87M Buy
970,736
+297,811
+44% +$881K ﹤0.01% 1577
2013
Q2 		$1.42M Buy
+672,925
New +$1.42M ﹤0.01% 1697

Other funds holding NKBS

PCM
Potomac Capital Management New York $115M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Wellington Management Group's NKBS Position: Q4 2013 in Review

Wellington Management Group sold out of NEWTEK BUSINESS SERVICES, INC. (NKBS) in Q4 2013, closing a stake of 970,736 shares — an estimated $2.87M sold.

Wellington Management Group first reported a position in NKBS in Q2 2013 and held it in 2 quarters. The position peaked at $2.87M in Q3 2013. 31 funds tracked by Wall St. Rank hold NKBS as of Q4 2013.

  • Wellington Management Group reported no remaining NEWTEK BUSINESS SERVICES, INC. position as of Q4 2013 after selling out during the quarter.
  • Wellington Management Group sold 970,736 NEWTEK BUSINESS SERVICES, INC. shares in Q4 2013, an estimated $2.87M.
  • Wellington Management Group first reported a position in NEWTEK BUSINESS SERVICES, INC. in Q2 2013 and held it in 2 quarters.
  • Wellington Management Group's NEWTEK BUSINESS SERVICES, INC. position peaked at $2.87M in Q3 2013.
  • 31 funds tracked by Wall St. Rank held NEWTEK BUSINESS SERVICES, INC. as of Q4 2013.

Based on Wellington Management Group's 13F filing for Q4 2013, filed 14 Feb 2014.