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Financial Gravity Asset Management’s Newell Brands NWL Stock Holding History

Financial Gravity Asset 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
Q3 		$6K Buy
400
+68
+20% +$1.6K 0.01% 695
2018
Q2 		$7K Buy
332
+224
+207% +$5.83K 0.01% 654
2018
Q1 		$3K Buy
+108
New +$3.05K ﹤0.01% 866

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Gravity Asset Management's NWL Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Newell Brands (NWL) stake by 20% in Q3 2018, buying an estimated $1.6K and bringing the position to 400 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #695.

Financial Gravity Asset Management first reported a position in NWL in Q1 2018 and has held it in 3 quarters since. The position peaked at $7K in Q2 2018. 613 funds tracked by Wall St. Rank hold NWL as of Q3 2018.

  • Financial Gravity Asset Management held 400 shares of Newell Brands worth $6K as of Q3 2018.
  • Financial Gravity Asset Management bought 68 Newell Brands shares in Q3 2018, an estimated $1.6K.
  • Newell Brands made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #695 holding.
  • Financial Gravity Asset Management first reported a position in Newell Brands in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Newell Brands position peaked at $7K in Q2 2018.
  • 613 funds tracked by Wall St. Rank held Newell Brands as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.