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Alera Investment Advisors’s Newell Brands NWL Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-99
Closed -$2K – 697
2019
Q1 		$2K Sell
99
-140
-59% -$2.57K ﹤0.01% 845
2018
Q4 		$4K Buy
+239
New +$4.75K ﹤0.01% 646

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alera Investment Advisors's NWL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Newell Brands (NWL) in Q2 2019, closing a stake of 99 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in NWL in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q4 2018. 551 funds tracked by Wall St. Rank hold NWL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Newell Brands position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 99 Newell Brands shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Newell Brands in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Newell Brands position peaked at $4K in Q4 2018.
  • 551 funds tracked by Wall St. Rank held Newell Brands as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.