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Epoch Investment Partners’s Newell Brands NWL Stock Holding History

Epoch Investment Partners’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
-152,153
Closed -$7.18M – 311
2017
Q1 		$7.18M Buy
+152,153
New +$7.22M 0.02% 233
2016
Q4 		– Sell
-79,554
Closed -$4.19M – 304
2016
Q3 		$4.19M Buy
79,554
+17,986
+29% +$930K 0.02% 205
2016
Q2 		$2.99M Buy
+61,568
New +$2.88M 0.01% 209

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

Epoch Investment Partners's NWL Position: Q2 2017 in Review

Epoch Investment Partners sold out of Newell Brands (NWL) in Q2 2017, closing a stake of 152,153 shares — an estimated $7.18M sold.

Epoch Investment Partners first reported a position in NWL in Q2 2016 and held it in 3 quarters. The position peaked at $7.18M in Q1 2017. 681 funds tracked by Wall St. Rank hold NWL as of Q2 2017.

  • Epoch Investment Partners reported no remaining Newell Brands position as of Q2 2017 after selling out during the quarter.
  • Epoch Investment Partners sold 152,153 Newell Brands shares in Q2 2017, an estimated $7.18M.
  • Epoch Investment Partners first reported a position in Newell Brands in Q2 2016 and held it in 3 quarters.
  • Epoch Investment Partners's Newell Brands position peaked at $7.18M in Q1 2017.
  • 681 funds tracked by Wall St. Rank held Newell Brands as of Q2 2017.

Based on Epoch Investment Partners's 13F filing for Q2 2017, filed 11 Aug 2017.