Independent Portfolio Consultants’s Newell Brands NWL Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$171K	Sell	3,191 -308	-9%	-$15.6K	0.07%	317
2017 Q1	$165K	Sell	3,499 -1,376	-28%	-$65.3K	0.06%	362
2016 Q4	$218K	Buy	4,875 +34	+0.7%	+$1.65K	0.07%	301
2016 Q3	$255K	Buy	4,841 +128	+3%	+$6.62K	0.08%	286
2016 Q2	$229K	Buy	+4,713	New	+$220K	0.07%	305
2015 Q2	–	Sell	-2,452	Closed	-$96K	–	987
2015 Q1	$96K	Sell	2,452 -2,148	-47%	-$82.8K	0.02%	493
2014 Q4	$175K	Sell	4,600 -8,685	-65%	-$306K	0.04%	396
2014 Q3	$457K	Buy	13,285 +3,665	+38%	+$121K	0.12%	241
2014 Q2	$298K	Buy	9,620 +245	+3%	+$7.33K	0.08%	375
2014 Q1	$280K	Buy	9,375 +1,490	+19%	+$46.2K	0.09%	376
2013 Q4	$256K	Sell	7,885 -3,360	-30%	-$99.9K	0.09%	390
2013 Q3	$309K	Sell	11,245 -135	-1%	-$3.6K	0.12%	353
2013 Q2	$299K	Buy	+11,380	New	+$302K	0.13%	328

Other funds holding NWL

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's NWL Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Newell Brands (NWL) stake by 8.8% in Q2 2017, selling an estimated $15.6K and leaving 3,191 shares worth $171K. The position accounts for 0.07% of the portfolio, ranked #317.

Independent Portfolio Consultants first reported a position in NWL in Q2 2013 and has held it in 13 quarters since. The position peaked at $457K in Q3 2014. 681 funds tracked by Wall St. Rank hold NWL as of Q2 2017.

Independent Portfolio Consultants held 3,191 shares of Newell Brands worth $171K as of Q2 2017.
Independent Portfolio Consultants sold 308 Newell Brands shares in Q2 2017, an estimated $15.6K.
Newell Brands made up 0.07% of Independent Portfolio Consultants's portfolio in Q2 2017, its #317 holding.
Independent Portfolio Consultants first reported a position in Newell Brands in Q2 2013 and has held it in 13 quarters since.
Independent Portfolio Consultants's Newell Brands position peaked at $457K in Q3 2014.
681 funds tracked by Wall St. Rank held Newell Brands as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.