Gideon Capital Advisors’s Newell Brands NWL Stock Holding History

Gideon Capital 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
2016 Q1	–	Sell	-4,638	Closed	-$204K	–	208
2015 Q4	$204K	Sell	4,638 -3,986	-46%	-$174K	0.15%	180
2015 Q3	$342K	Buy	+8,624	New	+$362K	0.2%	153
2014 Q3	–	Sell	-7,008	Closed	-$217K	–	340
2014 Q2	$217K	Buy	+7,008	New	+$210K	0.08%	226
2014 Q1	–	Sell	-9,292	Closed	-$301K	–	264
2013 Q4	$301K	Buy	+9,292	New	+$276K	0.18%	143

Other funds holding NWL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gideon Capital Advisors's NWL Position: Q1 2016 in Review

Gideon Capital Advisors sold out of Newell Brands (NWL) in Q1 2016, closing a stake of 4,638 shares — an estimated $204K sold.

Gideon Capital Advisors first reported a position in NWL in Q4 2013 and held it in 4 quarters. The position peaked at $342K in Q3 2015. 526 funds tracked by Wall St. Rank hold NWL as of Q1 2016.

Gideon Capital Advisors reported no remaining Newell Brands position as of Q1 2016 after selling out during the quarter.
Gideon Capital Advisors sold 4,638 Newell Brands shares in Q1 2016, an estimated $204K.
Gideon Capital Advisors first reported a position in Newell Brands in Q4 2013 and held it in 4 quarters.
Gideon Capital Advisors's Newell Brands position peaked at $342K in Q3 2015.
526 funds tracked by Wall St. Rank held Newell Brands as of Q1 2016.

Based on Gideon Capital Advisors's 13F filing for Q1 2016, filed 10 May 2016.