LNWWM
NWL icon

Laird Norton Wetherby Wealth Management’s Newell Brands NWL Stock Holding History

Laird Norton Wetherby 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
Q3 		– Sell
-11,486
Closed -$296K – 678
2018
Q2 		$296K Buy
11,486
+1,941
+20% +$50.5K 0.04% 475
2018
Q1 		$243K Buy
9,545
+1,492
+19% +$42.2K 0.03% 543
2017
Q4 		$249K Buy
8,053
+59
+0.7% +$2.03K 0.03% 515
2017
Q3 		$341K Sell
7,994
-3,414
-30% -$167K 0.05% 426
2017
Q2 		$612K Buy
11,408
+1,105
+11% +$56K 0.1% 253
2017
Q1 		$486K Buy
10,303
+427
+4% +$20.3K 0.09% 295
2016
Q4 		$441K Sell
9,876
-877
-8% -$42.4K 0.09% 304
2016
Q3 		$566K Buy
10,753
+2,718
+34% +$141K 0.11% 227
2016
Q2 		$390K Buy
8,035
+1,608
+25% +$75.2K 0.09% 287
2016
Q1 		$285K Sell
6,427
-524
-8% -$20.5K 0.07% 342
2015
Q4 		$306K Buy
6,951
+26
+0.4% +$1.14K 0.07% 316
2015
Q3 		$275K Buy
6,925
+314
+5% +$13.2K 0.07% 329
2015
Q2 		$272K Sell
6,611
-441
-6% -$17.7K 0.07% 354
2015
Q1 		$276K Buy
7,052
+111
+2% +$4.28K 0.07% 339
2014
Q4 		$264K Sell
6,941
-238
-3% -$8.39K 0.07% 341
2014
Q3 		$247K Sell
7,179
-209
-3% -$6.91K 0.07% 343
2014
Q2 		$229K Buy
7,388
+104
+1% +$3.11K 0.06% 363
2014
Q1 		$218K Buy
7,284
+197
+3% +$6.11K 0.06% 378
2013
Q4 		$230K Buy
+7,087
New +$211K 0.07% 361

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NWL Position: Q3 2018 in Review

Laird Norton Wetherby Wealth Management sold out of Newell Brands (NWL) in Q3 2018, closing a stake of 11,486 shares — an estimated $296K sold.

Laird Norton Wetherby Wealth Management first reported a position in NWL in Q4 2013 and held it in 19 quarters. The position peaked at $612K in Q2 2017. 613 funds tracked by Wall St. Rank hold NWL as of Q3 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining Newell Brands position as of Q3 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 11,486 Newell Brands shares in Q3 2018, an estimated $296K.
  • Laird Norton Wetherby Wealth Management first reported a position in Newell Brands in Q4 2013 and held it in 19 quarters.
  • Laird Norton Wetherby Wealth Management's Newell Brands position peaked at $612K in Q2 2017.
  • 613 funds tracked by Wall St. Rank held Newell Brands as of Q3 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.