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Boston Family Office’s Newell Brands NWL Stock Holding History

Boston Family Office’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
Q1 		– Sell
-9,270
Closed -$286K – 263
2017
Q4 		$286K Sell
9,270
-118,910
-93% -$4.1M 0.03% 231
2017
Q3 		$5.47M Buy
128,180
+72,680
+131% +$3.55M 0.62% 58
2017
Q2 		$2.98M Buy
55,500
+23,955
+76% +$1.21M 0.35% 87
2017
Q1 		$1.49M Buy
31,545
+1,180
+4% +$56K 0.18% 124
2016
Q4 		$1.36M Sell
30,365
-517
-2% -$25K 0.18% 126
2016
Q3 		$1.63M Buy
30,882
+39
+0.1% +$2.02K 0.21% 116
2016
Q2 		$1.5M Buy
+30,843
New +$1.44M 0.19% 119

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Family Office's NWL Position: Q1 2018 in Review

Boston Family Office sold out of Newell Brands (NWL) in Q1 2018, closing a stake of 9,270 shares — an estimated $286K sold.

Boston Family Office first reported a position in NWL in Q2 2016 and held it in 7 quarters. The position peaked at $5.47M in Q3 2017. 607 funds tracked by Wall St. Rank hold NWL as of Q1 2018.

  • Boston Family Office reported no remaining Newell Brands position as of Q1 2018 after selling out during the quarter.
  • Boston Family Office sold 9,270 Newell Brands shares in Q1 2018, an estimated $286K.
  • Boston Family Office first reported a position in Newell Brands in Q2 2016 and held it in 7 quarters.
  • Boston Family Office's Newell Brands position peaked at $5.47M in Q3 2017.
  • 607 funds tracked by Wall St. Rank held Newell Brands as of Q1 2018.

Based on Boston Family Office's 13F filing for Q1 2018, filed 30 Apr 2018.