Advisory Research’s Newell Brands NWL Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-2,152	Closed	-$64K	–	570
2014 Q1	$64K	Buy	+2,152	New	+$66.8K	﹤0.01%	732

Other funds holding NWL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Advisory Research's NWL Position: Q2 2014 in Review

Advisory Research sold out of Newell Brands (NWL) in Q2 2014, closing a stake of 2,152 shares — an estimated $64K sold.

Advisory Research first reported a position in NWL in Q1 2014 and held it in 1 quarter. The position peaked at $64K in Q1 2014. 428 funds tracked by Wall St. Rank hold NWL as of Q2 2014.

Advisory Research reported no remaining Newell Brands position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 2,152 Newell Brands shares in Q2 2014, an estimated $64K.
Advisory Research first reported a position in Newell Brands in Q1 2014 and held it in 1 quarter.
Advisory Research's Newell Brands position peaked at $64K in Q1 2014.
428 funds tracked by Wall St. Rank held Newell Brands as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.