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McKinley Carter Wealth Services’s Newell Brands NWL Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-624
Closed -$16K – 309
2018
Q1 		$16K Buy
+624
New +$17.6K 0.01% 347

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IC
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GCM
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State Street
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Massachusetts Financial Services
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

McKinley Carter Wealth Services's NWL Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Newell Brands (NWL) in Q2 2018, closing a stake of 624 shares — an estimated $16K sold.

McKinley Carter Wealth Services first reported a position in NWL in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 629 funds tracked by Wall St. Rank hold NWL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Newell Brands position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 624 Newell Brands shares in Q2 2018, an estimated $16K.
  • McKinley Carter Wealth Services first reported a position in Newell Brands in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Newell Brands position peaked at $16K in Q1 2018.
  • 629 funds tracked by Wall St. Rank held Newell Brands as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.