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Buckingham Strategic Wealth’s Newell Brands NWL Stock Holding History

Buckingham Strategic Wealth’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
-4,596
Closed -$246K – 305
2017
Q2 		$246K Buy
+4,596
New +$233K 0.06% 247
2017
Q1 		– Sell
-8,039
Closed -$359K – 266
2016
Q4 		$359K Hold
8,039
– – 0.12% 145
2016
Q3 		$423K Sell
8,039
-791
-9% -$40.9K 0.14% 119
2016
Q2 		$429K Buy
8,830
+3,231
+58% +$151K 0.15% 121
2016
Q1 		$248K Sell
5,599
-728
-12% -$28.5K 0.08% 179
2015
Q4 		$279K Hold
6,327
– – 0.09% 145
2015
Q3 		$251K Hold
6,327
– – 0.09% 155
2015
Q2 		$260K Sell
6,327
-1,028
-14% -$41.2K 0.09% 177
2015
Q1 		$287K Sell
7,355
-300
-4% -$11.6K 0.11% 148
2014
Q4 		$292K Buy
7,655
+9
+0.1% +$317 0.11% 136
2014
Q3 		$263K Sell
7,646
-763
-9% -$25.2K 0.11% 133
2014
Q2 		$261K Buy
8,409
+174
+2% +$5.21K 0.11% 128
2014
Q1 		$246K Buy
8,235
+243
+3% +$7.54K 0.11% 124
2013
Q4 		$259K Buy
7,992
+359
+5% +$10.7K 0.12% 121
2013
Q3 		$210K Buy
+7,633
New +$203K 0.11% 123

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

Buckingham Strategic Wealth's NWL Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of Newell Brands (NWL) in Q3 2017, closing a stake of 4,596 shares — an estimated $246K sold.

Buckingham Strategic Wealth first reported a position in NWL in Q3 2013 and held it in 15 quarters. The position peaked at $429K in Q2 2016. 656 funds tracked by Wall St. Rank hold NWL as of Q3 2017.

  • Buckingham Strategic Wealth reported no remaining Newell Brands position as of Q3 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,596 Newell Brands shares in Q3 2017, an estimated $246K.
  • Buckingham Strategic Wealth first reported a position in Newell Brands in Q3 2013 and held it in 15 quarters.
  • Buckingham Strategic Wealth's Newell Brands position peaked at $429K in Q2 2016.
  • 656 funds tracked by Wall St. Rank held Newell Brands as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.