Eads & Heald Wealth Management’s Newell Brands NWL Stock Holding History

Eads & Heald Wealth 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 Q4	–	Sell	-20,975	Closed	-$895K	–	131
2017 Q3	$895K	Sell	20,975 -12,144	-37%	-$594K	0.56%	85
2017 Q2	$1.78M	Sell	33,119 -1,545	-4%	-$78.3K	1.14%	35
2017 Q1	$1.64M	Buy	34,664 +908	+3%	+$43.1K	1.05%	41
2016 Q4	$1.51M	Buy	33,756 +609	+2%	+$29.5K	1.03%	46
2016 Q3	$1.75M	Buy	33,147 +893	+3%	+$46.2K	1.2%	27
2016 Q2	$1.57M	Buy	+32,254	New	+$1.51M	1.08%	40

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Eads & Heald Wealth Management's NWL Position: Q4 2017 in Review

Eads & Heald Wealth Management sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 20,975 shares — an estimated $895K sold.

Eads & Heald Wealth Management first reported a position in NWL in Q2 2016 and held it in 6 quarters. The position peaked at $1.78M in Q2 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

Eads & Heald Wealth Management reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
Eads & Heald Wealth Management sold 20,975 Newell Brands shares in Q4 2017, an estimated $895K.
Eads & Heald Wealth Management first reported a position in Newell Brands in Q2 2016 and held it in 6 quarters.
Eads & Heald Wealth Management's Newell Brands position peaked at $1.78M in Q2 2017.
592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.