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Financial Architects (New Jersey)’s Newell Brands NWL Stock Holding History

Financial Architects (New Jersey)’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
2019
Q2 		– Sell
-2,802
Closed -$43K – 1384
2019
Q1 		$43K Buy
2,802
+1,853
+195% +$34K 0.01% 654
2018
Q4 		$18K Hold
949
– – ﹤0.01% 829
2018
Q3 		$19K Sell
949
-20
-2% -$470 ﹤0.01% 942
2018
Q2 		$25K Sell
969
-12
-1% -$312 ﹤0.01% 752
2018
Q1 		$25K Sell
981
-73
-7% -$2.06K ﹤0.01% 820
2017
Q4 		$33K Sell
1,054
-477
-31% -$16.4K 0.01% 812
2017
Q3 		$66K Sell
1,531
-28
-2% -$1.37K 0.01% 606
2017
Q2 		$84K Buy
1,559
+131
+9% +$6.64K 0.02% 525
2017
Q1 		$67K Sell
1,428
-163
-10% -$7.73K 0.01% 578
2016
Q4 		$71K Buy
1,591
+87
+6% +$4.21K 0.02% 476
2016
Q3 		$79K Buy
1,504
+259
+21% +$13.4K 0.02% 445
2016
Q2 		$61K Buy
+1,245
New +$58.2K 0.02% 495

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Architects (New Jersey)'s NWL Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Newell Brands (NWL) in Q2 2019, closing a stake of 2,802 shares — an estimated $43K sold.

Financial Architects (New Jersey) first reported a position in NWL in Q2 2016 and held it in 12 quarters. The position peaked at $84K in Q2 2017. 551 funds tracked by Wall St. Rank hold NWL as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Newell Brands position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,802 Newell Brands shares in Q2 2019, an estimated $43K.
  • Financial Architects (New Jersey) first reported a position in Newell Brands in Q2 2016 and held it in 12 quarters.
  • Financial Architects (New Jersey)'s Newell Brands position peaked at $84K in Q2 2017.
  • 551 funds tracked by Wall St. Rank held Newell Brands as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.