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Capstone Financial Advisors’s Newell Brands NWL Stock Holding History

Capstone Financial 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
2015
Q3 		– Sell
-5,315
Closed -$218K – 91
2015
Q2 		$218K Buy
+5,315
New +$213K 0.09% 77

Other funds holding NWL

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capstone Financial Advisors's NWL Position: Q3 2015 in Review

Capstone Financial Advisors sold out of Newell Brands (NWL) in Q3 2015, closing a stake of 5,315 shares — an estimated $218K sold.

Capstone Financial Advisors first reported a position in NWL in Q2 2015 and held it in 1 quarter. The position peaked at $218K in Q2 2015. 479 funds tracked by Wall St. Rank hold NWL as of Q3 2015.

  • Capstone Financial Advisors reported no remaining Newell Brands position as of Q3 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 5,315 Newell Brands shares in Q3 2015, an estimated $218K.
  • Capstone Financial Advisors first reported a position in Newell Brands in Q2 2015 and held it in 1 quarter.
  • Capstone Financial Advisors's Newell Brands position peaked at $218K in Q2 2015.
  • 479 funds tracked by Wall St. Rank held Newell Brands as of Q3 2015.

Based on Capstone Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.