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AllSquare Wealth Management’s Newell Brands NWL Stock Holding History

AllSquare Wealth 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
2017
Q3 		– Sell
-558
Closed -$27.3K – 376
2017
Q2 		$30K Sell
558
-34
-6% -$1.72K 0.03% 92
2017
Q1 		$28K Buy
+592
New +$28.1K 0.02% 190

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's NWL Position: Q3 2017 in Review

AllSquare Wealth Management sold out of Newell Brands (NWL) in Q3 2017, closing a stake of 558 shares — an estimated $27.3K sold.

AllSquare Wealth Management first reported a position in NWL in Q1 2017 and held it in 2 quarters. The position peaked at $30K in Q2 2017. 656 funds tracked by Wall St. Rank hold NWL as of Q3 2017.

  • AllSquare Wealth Management reported no remaining Newell Brands position as of Q3 2017 after selling out during the quarter.
  • AllSquare Wealth Management sold 558 Newell Brands shares in Q3 2017, an estimated $27.3K.
  • AllSquare Wealth Management first reported a position in Newell Brands in Q1 2017 and held it in 2 quarters.
  • AllSquare Wealth Management's Newell Brands position peaked at $30K in Q2 2017.
  • 656 funds tracked by Wall St. Rank held Newell Brands as of Q3 2017.

Based on AllSquare Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.