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IBEX Wealth Advisors’s Newell Brands NWL Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-47,076
Closed -$2.48M – 461
2016
Q3 		$2.48M Buy
+47,076
New +$2.43M 1.36% 27

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IBEX Wealth Advisors's NWL Position: Q4 2016 in Review

IBEX Wealth Advisors sold out of Newell Brands (NWL) in Q4 2016, closing a stake of 47,076 shares — an estimated $2.48M sold.

IBEX Wealth Advisors first reported a position in NWL in Q3 2016 and held it in 1 quarter. The position peaked at $2.48M in Q3 2016. 672 funds tracked by Wall St. Rank hold NWL as of Q4 2016.

  • IBEX Wealth Advisors reported no remaining Newell Brands position as of Q4 2016 after selling out during the quarter.
  • IBEX Wealth Advisors sold 47,076 Newell Brands shares in Q4 2016, an estimated $2.48M.
  • IBEX Wealth Advisors first reported a position in Newell Brands in Q3 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Newell Brands position peaked at $2.48M in Q3 2016.
  • 672 funds tracked by Wall St. Rank held Newell Brands as of Q4 2016.

Based on IBEX Wealth Advisors's 13F filing for Q4 2016, filed 24 Mar 2017.