Burt Wealth Advisors’s Newell Brands NWL Stock Holding History

Burt Wealth 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 Q1	–	Sell	-255	Closed	-$11K	–	374
2016 Q4	$11K	Hold	255	–	–	0.01%	274
2016 Q3	$13K	Hold	255	–	–	0.01%	248
2016 Q2	$12K	Hold	255	–	–	0.01%	256
2016 Q1	$11K	Hold	255	–	–	0.01%	313
2015 Q4	$11K	Hold	255	–	–	0.01%	267
2015 Q3	$10K	Hold	255	–	–	0.01%	251
2015 Q2	$11K	Hold	255	–	–	0.01%	263
2015 Q1	$10K	Hold	255	–	–	0.01%	244
2014 Q4	$10K	Buy	+255	New	+$8.99K	0.01%	232

Other funds holding NWL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burt Wealth Advisors's NWL Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Newell Brands (NWL) in Q1 2017, closing a stake of 255 shares — an estimated $11K sold.

Burt Wealth Advisors first reported a position in NWL in Q4 2014 and held it in 9 quarters. The position peaked at $13K in Q3 2016. 694 funds tracked by Wall St. Rank hold NWL as of Q1 2017.

Burt Wealth Advisors reported no remaining Newell Brands position as of Q1 2017 after selling out during the quarter.
Burt Wealth Advisors sold 255 Newell Brands shares in Q1 2017, an estimated $11K.
Burt Wealth Advisors first reported a position in Newell Brands in Q4 2014 and held it in 9 quarters.
Burt Wealth Advisors's Newell Brands position peaked at $13K in Q3 2016.
694 funds tracked by Wall St. Rank held Newell Brands as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.