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McAdams Wright Ragen’s Newell Brands NWL Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		– Sell
-14,691
Closed -$455K – 437
2014
Q2 		$455K Sell
14,691
-1,168
-7% -$35K 0.03% 272
2014
Q1 		$474K Sell
15,859
-968
-6% -$30K 0.03% 247
2013
Q4 		$545K Buy
16,827
+2
+0% +$59 0.04% 234
2013
Q3 		$463K Sell
16,825
-1,298
-7% -$34.6K 0.04% 229
2013
Q2 		$476K Buy
+18,123
New +$482K 0.04% 225

Other funds holding NWL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

McAdams Wright Ragen's NWL Position: Q3 2014 in Review

McAdams Wright Ragen sold out of Newell Brands (NWL) in Q3 2014, closing a stake of 14,691 shares — an estimated $455K sold.

McAdams Wright Ragen first reported a position in NWL in Q2 2013 and held it in 5 quarters. The position peaked at $545K in Q4 2013. 428 funds tracked by Wall St. Rank hold NWL as of Q3 2014.

  • McAdams Wright Ragen reported no remaining Newell Brands position as of Q3 2014 after selling out during the quarter.
  • McAdams Wright Ragen sold 14,691 Newell Brands shares in Q3 2014, an estimated $455K.
  • McAdams Wright Ragen first reported a position in Newell Brands in Q2 2013 and held it in 5 quarters.
  • McAdams Wright Ragen's Newell Brands position peaked at $545K in Q4 2013.
  • 428 funds tracked by Wall St. Rank held Newell Brands as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.