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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Newell Brands NWL Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 		– Sell
-78
Closed -$2K – 270
2018
Q2 		$2K Buy
+78
New +$2.03K ﹤0.01% 406
2017
Q4 		– Sell
-235
Closed -$10K – 385
2017
Q3 		$10K Buy
+235
New +$11.5K ﹤0.01% 280

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IC
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State Street
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GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NWL Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Newell Brands (NWL) in Q3 2018, closing a stake of 78 shares — an estimated $2K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in NWL in Q3 2017 and held it in 2 quarters. The position peaked at $10K in Q3 2017. 614 funds tracked by Wall St. Rank hold NWL as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Newell Brands position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 78 Newell Brands shares in Q3 2018, an estimated $2K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Newell Brands in Q3 2017 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Newell Brands position peaked at $10K in Q3 2017.
  • 614 funds tracked by Wall St. Rank held Newell Brands as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.