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Kelman-Lazarov Inc’s Newell Brands NWL Stock Holding History

Kelman-Lazarov Inc’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
-600
Closed -$31K – 344
2016
Q3 		$31K Buy
+600
New +$31K 0.02% 217

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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

Kelman-Lazarov Inc's NWL Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Newell Brands (NWL) in Q4 2016, closing a stake of 600 shares — an estimated $31K sold.

Kelman-Lazarov Inc first reported a position in NWL in Q3 2016 and held it in 1 quarter. The position peaked at $31K in Q3 2016. 672 funds tracked by Wall St. Rank hold NWL as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Newell Brands position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 600 Newell Brands shares in Q4 2016, an estimated $31K.
  • Kelman-Lazarov Inc first reported a position in Newell Brands in Q3 2016 and held it in 1 quarter.
  • Kelman-Lazarov Inc's Newell Brands position peaked at $31K in Q3 2016.
  • 672 funds tracked by Wall St. Rank held Newell Brands as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.