Wells Fargo’s NewStar Financial, Inc. NEWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-26,370
| Closed | -$309K | – | 6805 |
|
|
2017
Q3 | $309K | Buy |
26,370
+11,622
| +79% | +$127K | ﹤0.01% | 4655 |
|
|
2017
Q2 | $155K | Sell |
14,748
-10,019
| -40% | -$102K | ﹤0.01% | 4941 |
|
|
2017
Q1 | $262K | Buy |
24,767
+10,019
| +68% | +$97.2K | ﹤0.01% | 4647 |
|
|
2016
Q4 | $136K | Buy |
14,748
+7,654
| +108% | +$71.9K | ﹤0.01% | 4983 |
|
|
2016
Q3 | $69K | Hold |
7,094
| – | – | ﹤0.01% | 5140 |
|
|
2016
Q2 | $60K | Sell |
7,094
-660
| -9% | -$5.87K | ﹤0.01% | 5127 |
|
|
2016
Q1 | $65K | Buy |
7,754
+558
| +8% | +$4.2K | ﹤0.01% | 5115 |
|
|
2015
Q4 | $65K | Buy |
7,196
+3
| +0% | +$28 | ﹤0.01% | 5190 |
|
|
2015
Q3 | $59K | Sell |
7,193
-1,110
| -13% | -$12K | ﹤0.01% | 5204 |
|
|
2015
Q2 | $91K | Buy |
8,303
+6,855
| +473% | +$76.4K | ﹤0.01% | 5112 |
|
|
2015
Q1 | $17K | Sell |
1,448
-25
| -2% | -$269 | ﹤0.01% | 5458 |
|
|
2014
Q4 | $19K | Buy |
1,473
+9
| +0.6% | +$109 | ﹤0.01% | 5397 |
|
|
2014
Q3 | $17K | Sell |
1,464
-761
| -34% | -$8.99K | ﹤0.01% | 5391 |
|
|
2014
Q2 | $31K | Buy |
2,225
+1,991
| +851% | +$25.4K | ﹤0.01% | 5173 |
|
|
2014
Q1 | $3K | Hold |
234
| – | – | ﹤0.01% | 5668 |
|
|
2013
Q4 | $4K | Hold |
234
| – | – | ﹤0.01% | 5456 |
|
|
2013
Q3 | $4K | Hold |
234
| – | – | ﹤0.01% | 5369 |
|
|
2013
Q2 | $3K | Buy |
+234
| New | +$2.94K | ﹤0.01% | 5354 |
|
Other funds holding NEWS
Wells Fargo's NEWS Position: Q4 2017 in Review
Wells Fargo sold out of NewStar Financial, Inc. (NEWS) in Q4 2017, closing a stake of 26,370 shares — an estimated $309K sold.
Wells Fargo first reported a position in NEWS in Q2 2013 and held it in 18 quarters. The position peaked at $309K in Q3 2017. 2 funds tracked by Wall St. Rank hold NEWS as of Q4 2017.
- Wells Fargo reported no remaining NewStar Financial, Inc. position as of Q4 2017 after selling out during the quarter.
- Wells Fargo sold 26,370 NewStar Financial, Inc. shares in Q4 2017, an estimated $309K.
- Wells Fargo first reported a position in NewStar Financial, Inc. in Q2 2013 and held it in 18 quarters.
- Wells Fargo's NewStar Financial, Inc. position peaked at $309K in Q3 2017.
- 2 funds tracked by Wall St. Rank held NewStar Financial, Inc. as of Q4 2017.
Based on Wells Fargo's 13F filing for Q4 2017, filed 8 Feb 2018.