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FormulaFolio Investments’s Newell Brands NWL Stock Holding History

FormulaFolio Investments’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
2015
Q1 		– Sell
-12,164
Closed -$463K – 99
2014
Q4 		$463K Buy
+12,164
New +$429K 0.18% 41

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

FormulaFolio Investments's NWL Position: Q1 2015 in Review

FormulaFolio Investments sold out of Newell Brands (NWL) in Q1 2015, closing a stake of 12,164 shares — an estimated $463K sold.

FormulaFolio Investments first reported a position in NWL in Q4 2014 and held it in 1 quarter. The position peaked at $463K in Q4 2014. 441 funds tracked by Wall St. Rank hold NWL as of Q1 2015.

  • FormulaFolio Investments reported no remaining Newell Brands position as of Q1 2015 after selling out during the quarter.
  • FormulaFolio Investments sold 12,164 Newell Brands shares in Q1 2015, an estimated $463K.
  • FormulaFolio Investments first reported a position in Newell Brands in Q4 2014 and held it in 1 quarter.
  • FormulaFolio Investments's Newell Brands position peaked at $463K in Q4 2014.
  • 441 funds tracked by Wall St. Rank held Newell Brands as of Q1 2015.

Based on FormulaFolio Investments's 13F filing for Q1 2015, filed 17 Jun 2015.