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Calvert Investment Management’s Newell Brands NWL Stock Holding History

Calvert Investment Management’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
-31,468
Closed -$1.41M – 418
2016
Q4 		$1.41M Sell
31,468
-2,747
-8% -$133K 0.05% 333
2016
Q3 		$1.8M Buy
34,215
+2,666
+8% +$138K 0.07% 302
2016
Q2 		$1.53M Buy
31,549
+15,442
+96% +$722K 0.06% 285
2016
Q1 		$713K Buy
16,107
+2,703
+20% +$106K 0.03% 397
2015
Q4 		$591K Buy
13,404
+3,199
+31% +$140K 0.03% 415
2015
Q3 		$405K Buy
10,205
+630
+7% +$26.5K 0.02% 399
2015
Q2 		$394K Buy
+9,575
New +$384K 0.02% 412

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Calvert Investment Management's NWL Position: Q1 2017 in Review

Calvert Investment Management sold out of Newell Brands (NWL) in Q1 2017, closing a stake of 31,468 shares — an estimated $1.41M sold.

Calvert Investment Management first reported a position in NWL in Q2 2015 and held it in 7 quarters. The position peaked at $1.8M in Q3 2016. 694 funds tracked by Wall St. Rank hold NWL as of Q1 2017.

  • Calvert Investment Management reported no remaining Newell Brands position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 31,468 Newell Brands shares in Q1 2017, an estimated $1.41M.
  • Calvert Investment Management first reported a position in Newell Brands in Q2 2015 and held it in 7 quarters.
  • Calvert Investment Management's Newell Brands position peaked at $1.8M in Q3 2016.
  • 694 funds tracked by Wall St. Rank held Newell Brands as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.