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Cypress Wealth Advisors’s Newell Brands NWL Stock Holding History

Cypress 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
Q2 		– Sell
-4,504
Closed -$212K – 147
2017
Q1 		$212K Buy
+4,504
New +$214K 0.1% 192
2016
Q4 		– Sell
-4,502
Closed -$237K – 215
2016
Q3 		$237K Buy
+4,502
New +$233K 0.11% 162

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cypress Wealth Advisors's NWL Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Newell Brands (NWL) in Q2 2017, closing a stake of 4,504 shares — an estimated $212K sold.

Cypress Wealth Advisors first reported a position in NWL in Q3 2016 and held it in 2 quarters. The position peaked at $237K in Q3 2016. 681 funds tracked by Wall St. Rank hold NWL as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Newell Brands position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 4,504 Newell Brands shares in Q2 2017, an estimated $212K.
  • Cypress Wealth Advisors first reported a position in Newell Brands in Q3 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's Newell Brands position peaked at $237K in Q3 2016.
  • 681 funds tracked by Wall St. Rank held Newell Brands as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.