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Kiley Juergens Wealth Management’s Newell Brands NWL Stock Holding History

Kiley Juergens 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
2018
Q1 		– Sell
-998
Closed -$30K – 429
2017
Q4 		$30K Buy
+998
New +$34.4K 0.03% 281

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiley Juergens Wealth Management's NWL Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Newell Brands (NWL) in Q1 2018, closing a stake of 998 shares — an estimated $30K sold.

Kiley Juergens Wealth Management first reported a position in NWL in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 606 funds tracked by Wall St. Rank hold NWL as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Newell Brands position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 998 Newell Brands shares in Q1 2018, an estimated $30K.
  • Kiley Juergens Wealth Management first reported a position in Newell Brands in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Newell Brands position peaked at $30K in Q4 2017.
  • 606 funds tracked by Wall St. Rank held Newell Brands as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.