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Advantage Investment Management’s Newell Brands NWL Stock Holding History

Advantage Investment Management’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-123
Closed -$2K – 987
2018
Q4 		$2K Hold
123
– – ﹤0.01% 911
2018
Q3 		$3K Sell
123
-687
-85% -$16.1K ﹤0.01% 910
2018
Q2 		$21K Sell
810
-8,300
-91% -$216K 0.02% 531
2018
Q1 		$232K Buy
9,110
+8,540
+1,498% +$241K 0.09% 146
2017
Q4 		$18K Sell
570
-550
-49% -$19K 0.01% 589
2017
Q3 		$48K Buy
1,120
+643
+135% +$31.4K 0.02% 396
2017
Q2 		$26K Sell
477
-400
-46% -$20.3K 0.01% 512
2017
Q1 		$41K Buy
877
+97
+12% +$4.6K 0.02% 382
2016
Q4 		$35K Sell
780
-985
-56% -$47.7K 0.01% 405
2016
Q3 		$93K Buy
1,765
+84
+5% +$4.34K 0.03% 225
2016
Q2 		$82K Buy
1,681
+71
+4% +$3.32K 0.04% 259
2016
Q1 		$71K Buy
1,610
+336
+26% +$13.2K 0.03% 277
2015
Q4 		$56K Buy
1,274
+188
+17% +$8.23K 0.03% 317
2015
Q3 		$43K Buy
+1,086
New +$45.6K 0.02% 336

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advantage Investment Management's NWL Position: Q1 2019 in Review

Advantage Investment Management sold out of Newell Brands (NWL) in Q1 2019, closing a stake of 123 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in NWL in Q3 2015 and held it in 14 quarters. The position peaked at $232K in Q1 2018. 563 funds tracked by Wall St. Rank hold NWL as of Q1 2019.

  • Advantage Investment Management reported no remaining Newell Brands position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 123 Newell Brands shares in Q1 2019, an estimated $2K.
  • Advantage Investment Management first reported a position in Newell Brands in Q3 2015 and held it in 14 quarters.
  • Advantage Investment Management's Newell Brands position peaked at $232K in Q1 2018.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.