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Benchmark Capital Advisors’s Newell Brands NWL Stock Holding History

Benchmark Capital 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
2018
Q4 		$1.95M Sell
105,010
-1,100
-1% -$21.9K 1.94% 14
2018
Q3 		$2.15M Buy
106,110
+61,550
+138% +$1.45M 1.62% 14
2018
Q2 		$1.15M Buy
+44,560
New +$1.16M 0.87% 39

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benchmark Capital Advisors's NWL Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Newell Brands (NWL) stake by 1% in Q4 2018, selling an estimated $21.9K and leaving 105,010 shares worth $1.95M. The position accounts for 1.94% of the portfolio, ranked #14.

Benchmark Capital Advisors first reported a position in NWL in Q2 2018 and has held it in 3 quarters since. The position peaked at $2.15M in Q3 2018. 608 funds tracked by Wall St. Rank hold NWL as of Q4 2018.

  • Benchmark Capital Advisors held 105,010 shares of Newell Brands worth $1.95M as of Q4 2018.
  • Benchmark Capital Advisors sold 1,100 Newell Brands shares in Q4 2018, an estimated $21.9K.
  • Newell Brands made up 1.94% of Benchmark Capital Advisors's portfolio in Q4 2018, its #14 holding.
  • Benchmark Capital Advisors first reported a position in Newell Brands in Q2 2018 and has held it in 3 quarters since.
  • Benchmark Capital Advisors's Newell Brands position peaked at $2.15M in Q3 2018.
  • 608 funds tracked by Wall St. Rank held Newell Brands as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.