Homrich & Berg’s Newell Brands NWL Stock Holding History

Homrich & Berg’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	-3,024	Closed	-$78K	–	333
2018 Q2	$78K	Buy	+3,024	New	+$78.7K	0.01%	317

Other funds holding NWL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Homrich & Berg's NWL Position: Q3 2018 in Review

Homrich & Berg sold out of Newell Brands (NWL) in Q3 2018, closing a stake of 3,024 shares — an estimated $78K sold.

Homrich & Berg first reported a position in NWL in Q2 2018 and held it in 1 quarter. The position peaked at $78K in Q2 2018. 613 funds tracked by Wall St. Rank hold NWL as of Q3 2018.

Homrich & Berg reported no remaining Newell Brands position as of Q3 2018 after selling out during the quarter.
Homrich & Berg sold 3,024 Newell Brands shares in Q3 2018, an estimated $78K.
Homrich & Berg first reported a position in Newell Brands in Q2 2018 and held it in 1 quarter.
Homrich & Berg's Newell Brands position peaked at $78K in Q2 2018.
613 funds tracked by Wall St. Rank held Newell Brands as of Q3 2018.

Based on Homrich & Berg's 13F filing for Q3 2018, filed 13 Nov 2018.