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West Family Investments’s NewtekOne NEWT Stock Holding History

West Family Investments’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
2021
Q1 		– Sell
-17,971
Closed -$354 – 97
2020
Q4 		$354 Hold
17,971
– – 0.11% 105
2020
Q3 		$334K Buy
17,971
+7,966
+80% +$149K 0.13% 77
2020
Q2 		$227K Sell
10,005
-14,800
-60% -$234K 0.05% 83
2020
Q1 		$328K Buy
24,805
+14,800
+148% +$281K 0.13% 73
2019
Q4 		$227K Hold
10,005
– – 0.05% 83
2019
Q3 		$226K Buy
+10,005
New +$222K 0.06% 77
2017
Q4 		– Sell
-214,261
Closed -$3.82K – 92
2017
Q3 		$3.82K Sell
214,261
-37,286
-15% -$637K 0.46% 28
2017
Q2 		$3.75M Hold
251,547
– – 0.82% 29
2017
Q1 		$4.27M Buy
251,547
+34,900
+16% +$566K 0.82% 29
2016
Q4 		$3.44M Sell
216,647
-10,000
-4% -$150K 0.61% 33
2016
Q3 		$3.23M Hold
226,647
– – 0.6% 39
2016
Q2 		$2.88M Buy
226,647
+5,100
+2% +$64.5K 0.53% 39
2016
Q1 		$2.77M Buy
221,547
+53,202
+32% +$608K 0.45% 40
2015
Q4 		$2.41M Buy
168,345
+109,245
+185% +$1.7M 0.62% 41
2015
Q3 		$971K Hold
59,100
– – 0.2% 64
2015
Q2 		$1.05M Hold
59,100
– – 0.22% 61
2015
Q1 		$977K Hold
59,100
– – 0.2% 66
2014
Q4 		$872K Buy
+59,100
New +$809K 0.17% 64

Other funds holding NEWT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

West Family Investments's NEWT Position: Q1 2021 in Review

West Family Investments sold out of NewtekOne (NEWT) in Q1 2021, closing a stake of 17,971 shares — an estimated $354 sold.

West Family Investments first reported a position in NEWT in Q4 2014 and held it in 18 quarters. The position peaked at $4.27M in Q1 2017. 72 funds tracked by Wall St. Rank hold NEWT as of Q1 2021.

  • West Family Investments reported no remaining NewtekOne position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 17,971 NewtekOne shares in Q1 2021, an estimated $354.
  • West Family Investments first reported a position in NewtekOne in Q4 2014 and held it in 18 quarters.
  • West Family Investments's NewtekOne position peaked at $4.27M in Q1 2017.
  • 72 funds tracked by Wall St. Rank held NewtekOne as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.