WFG Advisors’s NewtekOne NEWT Stock Holding History

WFG Advisors’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
2017 Q2	$8K	Buy	496 +367	+284%	+$6.14K	﹤0.01%	1196
2017 Q1	$2K	Buy	+129	New	+$2.09K	﹤0.01%	1344

Other funds holding NEWT

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WFG Advisors's NEWT Position: Q2 2017 in Review

WFG Advisors increased its NewtekOne (NEWT) stake by 284% in Q2 2017, buying an estimated $6.14K and bringing the position to 496 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

WFG Advisors first reported a position in NEWT in Q1 2017 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold NEWT as of Q2 2017.

WFG Advisors held 496 shares of NewtekOne worth $8K as of Q2 2017.
WFG Advisors bought 367 NewtekOne shares in Q2 2017, an estimated $6.14K.
NewtekOne made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1196 holding.
WFG Advisors first reported a position in NewtekOne in Q1 2017 and has held it in 2 quarters since.
67 funds tracked by Wall St. Rank held NewtekOne as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.