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Gupta Wealth Management’s Newell Brands NWL Stock Holding History

Gupta Wealth 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
2016
Q1 		$8K Hold
175
– – ﹤0.01% 903
2015
Q4 		$8K Hold
175
– – ﹤0.01% 939
2015
Q3 		$7K Sell
175
-100
-36% -$4.2K ﹤0.01% 993
2015
Q2 		$11K Sell
275
-65
-19% -$2.6K ﹤0.01% 873
2015
Q1 		$13K Buy
+340
New +$13.1K ﹤0.01% 704

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 $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Gupta Wealth Management's NWL Position: Q1 2016 in Review

Gupta Wealth Management held its Newell Brands (NWL) position steady in Q1 2016 at 175 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Gupta Wealth Management first reported a position in NWL in Q1 2015 and has held it in 5 quarters since. The position peaked at $13K in Q1 2015. 526 funds tracked by Wall St. Rank hold NWL as of Q1 2016.

  • Gupta Wealth Management held 175 shares of Newell Brands worth $8K as of Q1 2016.
  • Gupta Wealth Management left its Newell Brands share count unchanged in Q1 2016.
  • Newell Brands made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #903 holding.
  • Gupta Wealth Management first reported a position in Newell Brands in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Newell Brands position peaked at $13K in Q1 2015.
  • 526 funds tracked by Wall St. Rank held Newell Brands as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.