Evercore Wealth Management’s Newell Brands NWL Stock Holding History

Evercore 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
2018 Q2	–	Sell	-8,405	Closed	-$215K	–	409
2018 Q1	$215K	Hold	8,405	–	–	0.01%	336
2017 Q4	$260K	Sell	8,405 -1,255	-13%	-$43.3K	0.01%	325
2017 Q3	$412K	Sell	9,660 -325	-3%	-$15.9K	0.02%	273
2017 Q2	$536K	Buy	9,985 +503	+5%	+$25.5K	0.02%	245
2017 Q1	$447K	Buy	9,482 +285	+3%	+$13.5K	0.02%	274
2016 Q4	$410K	Sell	9,197 -319	-3%	-$15.4K	0.02%	271
2016 Q3	$501K	Buy	9,516 +230	+2%	+$11.9K	0.02%	247
2016 Q2	$451K	Buy	9,286 +1,221	+15%	+$57.1K	0.02%	250
2016 Q1	$357K	Hold	8,065	–	–	0.02%	288
2015 Q4	$356K	Hold	8,065	–	–	0.02%	295
2015 Q3	$321K	Hold	8,065	–	–	0.02%	320
2015 Q2	$331K	Hold	8,065	–	–	0.01%	335
2015 Q1	$316K	Hold	8,065	–	–	0.01%	343
2014 Q4	$308K	Hold	8,065	–	–	0.02%	308
2014 Q3	$277K	Hold	8,065	–	–	0.01%	345
2014 Q2	$250K	Hold	8,065	–	–	0.01%	362
2014 Q1	$241K	Hold	8,065	–	–	0.01%	348
2013 Q4	$262K	Sell	8,065 -153	-2%	-$4.55K	0.01%	340
2013 Q3	$225K	Buy	8,218 +153	+2%	+$4.08K	0.01%	388
2013 Q2	$212K	Buy	+8,065	New	+$214K	0.01%	389

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

GCM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Evercore Wealth Management's NWL Position: Q2 2018 in Review

Evercore Wealth Management sold out of Newell Brands (NWL) in Q2 2018, closing a stake of 8,405 shares — an estimated $215K sold.

Evercore Wealth Management first reported a position in NWL in Q2 2013 and held it in 20 quarters. The position peaked at $536K in Q2 2017. 629 funds tracked by Wall St. Rank hold NWL as of Q2 2018.

Evercore Wealth Management reported no remaining Newell Brands position as of Q2 2018 after selling out during the quarter.
Evercore Wealth Management sold 8,405 Newell Brands shares in Q2 2018, an estimated $215K.
Evercore Wealth Management first reported a position in Newell Brands in Q2 2013 and held it in 20 quarters.
Evercore Wealth Management's Newell Brands position peaked at $536K in Q2 2017.
629 funds tracked by Wall St. Rank held Newell Brands as of Q2 2018.

Based on Evercore Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.