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Montag & Caldwell’s Newell Brands NWL Stock Holding History

Montag & Caldwell’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
2017
Q4 		– Sell
-12,318
Closed -$526K – 83
2017
Q3 		$526K Buy
12,318
+6,565
+114% +$321K 0.02% 48
2017
Q2 		$308K Buy
+5,753
New +$292K 0.01% 68

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Caldwell's NWL Position: Q4 2017 in Review

Montag & Caldwell sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 12,318 shares — an estimated $526K sold.

Montag & Caldwell first reported a position in NWL in Q2 2017 and held it in 2 quarters. The position peaked at $526K in Q3 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

  • Montag & Caldwell reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
  • Montag & Caldwell sold 12,318 Newell Brands shares in Q4 2017, an estimated $526K.
  • Montag & Caldwell first reported a position in Newell Brands in Q2 2017 and held it in 2 quarters.
  • Montag & Caldwell's Newell Brands position peaked at $526K in Q3 2017.
  • 592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Montag & Caldwell's 13F filing for Q4 2017, filed 1 Feb 2018.