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Asset Planning Services (Pennsylvania)’s Newell Brands NWL Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q2 		– Sell
-2,000
Closed -$94K – 309
2017
Q1 		$94K Hold
2,000
– – 0.06% 110
2016
Q4 		$89K Hold
2,000
– – 0.07% 100
2016
Q3 		$105K Sell
2,000
-2,700
-57% -$140K 0.09% 88
2016
Q2 		$228K Hold
4,700
– – 0.2% 58
2016
Q1 		$208K Buy
+4,700
New +$184K 0.19% 62

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s NWL Position: Q2 2017 in Review

Asset Planning Services (Pennsylvania) sold out of Newell Brands (NWL) in Q2 2017, closing a stake of 2,000 shares — an estimated $94K sold.

Asset Planning Services (Pennsylvania) first reported a position in NWL in Q1 2016 and held it in 5 quarters. The position peaked at $228K in Q2 2016. 681 funds tracked by Wall St. Rank hold NWL as of Q2 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining Newell Brands position as of Q2 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 2,000 Newell Brands shares in Q2 2017, an estimated $94K.
  • Asset Planning Services (Pennsylvania) first reported a position in Newell Brands in Q1 2016 and held it in 5 quarters.
  • Asset Planning Services (Pennsylvania)'s Newell Brands position peaked at $228K in Q2 2016.
  • 681 funds tracked by Wall St. Rank held Newell Brands as of Q2 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2017, filed 3 Aug 2017.