Financial Engines Advisors
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Financial Engines Advisors’s Newell Brands NWL Stock Holding History

Financial Engines 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
Q4 		– Sell
-10,018
Closed -$427K – 224
2017
Q3 		$427K Sell
10,018
-787
-7% -$38.5K 0.01% 48
2017
Q2 		$579K Sell
10,805
-350
-3% -$17.7K 0.03% 41
2017
Q1 		$526K Sell
11,155
-4,506
-29% -$214K 0.02% 44
2016
Q4 		$699K Buy
15,661
+4,208
+37% +$204K 0.03% 41
2016
Q3 		$603K Sell
11,453
-302
-3% -$15.6K 0.48% 34
2016
Q2 		$571K Sell
11,755
-1,624
-12% -$75.9K 0.48% 31
2016
Q1 		$593K Buy
13,379
+900
+7% +$35.3K 0.49% 30
2015
Q4 		$550K Sell
12,479
-1,397
-10% -$61.1K 0.44% 34
2015
Q3 		$551K Sell
13,876
-1,165
-8% -$48.9K 0.39% 33
2015
Q2 		$618K Sell
15,041
-2,308
-13% -$92.5K 0.37% 36
2015
Q1 		$661K Sell
17,349
-2,064
-11% -$79.5K 0.56% 31
2014
Q4 		$739K Sell
19,413
-74,259
-79% -$2.62M 0.63% 31
2014
Q3 		$3.22M Buy
+93,672
New +$3.1M 2.49% 15

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
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Financial Engines Advisors's NWL Position: Q4 2017 in Review

Financial Engines Advisors sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 10,018 shares — an estimated $427K sold.

Financial Engines Advisors first reported a position in NWL in Q3 2014 and held it in 13 quarters. The position peaked at $3.22M in Q3 2014. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

  • Financial Engines Advisors reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
  • Financial Engines Advisors sold 10,018 Newell Brands shares in Q4 2017, an estimated $427K.
  • Financial Engines Advisors first reported a position in Newell Brands in Q3 2014 and held it in 13 quarters.
  • Financial Engines Advisors's Newell Brands position peaked at $3.22M in Q3 2014.
  • 592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Financial Engines Advisors's 13F filing for Q4 2017, filed 2 Feb 2018.