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Winslow Evans & Crocker’s NewtekOne NEWT Stock Holding History

Winslow Evans & Crocker’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
2016
Q4 		– Sell
-228
Closed -$3.24K – 1293
2016
Q3 		$3.24K Hold
228
– – ﹤0.01% 1125
2016
Q2 		$2.89K Buy
228
+1
+0.4% +$13 ﹤0.01% 1127
2016
Q1 		$2.84K Sell
227
-1
-0.4% -$11 ﹤0.01% 1126
2015
Q4 		$3.25K Buy
+228
New +$3.55K ﹤0.01% 1162

Other funds holding NEWT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Winslow Evans & Crocker's NEWT Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of NewtekOne (NEWT) in Q4 2016, closing a stake of 228 shares — an estimated $3.24K sold.

Winslow Evans & Crocker first reported a position in NEWT in Q4 2015 and held it in 4 quarters. The position peaked at $3.25K in Q4 2015. 49 funds tracked by Wall St. Rank hold NEWT as of Q4 2016.

  • Winslow Evans & Crocker reported no remaining NewtekOne position as of Q4 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 228 NewtekOne shares in Q4 2016, an estimated $3.24K.
  • Winslow Evans & Crocker first reported a position in NewtekOne in Q4 2015 and held it in 4 quarters.
  • Winslow Evans & Crocker's NewtekOne position peaked at $3.25K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held NewtekOne as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.