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Boston Advisors’s Newell Brands NWL Stock Holding History

Boston 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
2017
Q4 		– Sell
-65,695
Closed -$2.8M – 657
2017
Q3 		$2.8M Sell
65,695
-10,213
-13% -$499K 0.06% 263
2017
Q2 		$4.07M Sell
75,908
-446
-0.6% -$22.6K 0.09% 237
2017
Q1 		$3.6M Buy
76,354
+9,159
+14% +$434K 0.08% 254
2016
Q4 		$3M Sell
67,195
-1,450
-2% -$70.2K 0.07% 269
2016
Q3 		$3.62M Sell
68,645
-1,243
-2% -$64.3K 0.09% 238
2016
Q2 		$3.39M Sell
69,888
-236,675
-77% -$11.1M 0.08% 244
2016
Q1 		$13.6M Buy
306,563
+240,204
+362% +$9.42M 0.33% 97
2015
Q4 		$2.92M Buy
66,359
+4,165
+7% +$182K 0.07% 240
2015
Q3 		$2.47M Buy
62,194
+15,835
+34% +$665K 0.09% 244
2015
Q2 		$1.91M Buy
46,359
+12,711
+38% +$509K 0.08% 214
2015
Q1 		$1.31M Buy
33,648
+1,719
+5% +$66.2K 0.05% 256
2014
Q4 		$1.22M Buy
+31,929
New +$1.13M 0.05% 244

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Boston Advisors's NWL Position: Q4 2017 in Review

Boston Advisors sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 65,695 shares — an estimated $2.8M sold.

Boston Advisors first reported a position in NWL in Q4 2014 and held it in 12 quarters. The position peaked at $13.6M in Q1 2016. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

  • Boston Advisors reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
  • Boston Advisors sold 65,695 Newell Brands shares in Q4 2017, an estimated $2.8M.
  • Boston Advisors first reported a position in Newell Brands in Q4 2014 and held it in 12 quarters.
  • Boston Advisors's Newell Brands position peaked at $13.6M in Q1 2016.
  • 592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Boston Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.