Mascoma Wealth Management’s Newell Brands NWL Stock Holding History

Mascoma 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
2019 Q3	–	Sell	-82	Closed	-$1K	–	256
2019 Q2	$1K	Hold	82	–	–	﹤0.01%	365
2019 Q1	$1K	Hold	82	–	–	﹤0.01%	376
2018 Q4	$2K	Hold	82	–	–	﹤0.01%	347
2018 Q3	$2K	Hold	82	–	–	﹤0.01%	368
2018 Q2	$2K	Hold	82	–	–	﹤0.01%	366
2018 Q1	$2K	Hold	82	–	–	﹤0.01%	352
2017 Q4	$2K	Hold	82	–	–	﹤0.01%	345
2017 Q3	$3K	Hold	82	–	–	﹤0.01%	350
2017 Q2	$4K	Sell	82 -258	-76%	-$13.1K	﹤0.01%	339
2017 Q1	$16K	Hold	340	–	–	0.01%	233
2016 Q4	$15K	Buy	+340	New	+$16.5K	0.01%	241

Other funds holding NWL

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

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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's NWL Position: Q3 2019 in Review

Mascoma Wealth Management sold out of Newell Brands (NWL) in Q3 2019, closing a stake of 82 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in NWL in Q4 2016 and held it in 11 quarters. The position peaked at $16K in Q1 2017. 547 funds tracked by Wall St. Rank hold NWL as of Q3 2019.

Mascoma Wealth Management reported no remaining Newell Brands position as of Q3 2019 after selling out during the quarter.
Mascoma Wealth Management sold 82 Newell Brands shares in Q3 2019, an estimated $1K.
Mascoma Wealth Management first reported a position in Newell Brands in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's Newell Brands position peaked at $16K in Q1 2017.
547 funds tracked by Wall St. Rank held Newell Brands as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.