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Moody Lynn & Lieberson’s Newell Brands NWL Stock Holding History

Moody Lynn & Lieberson’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
Q2 		– Sell
-154,823
Closed -$7.3M – 224
2017
Q1 		$7.3M Buy
154,823
+48,903
+46% +$2.32M 1.03% 38
2016
Q4 		$4.73M Buy
105,920
+44,203
+72% +$2.14M 0.68% 46
2016
Q3 		$3.25M Buy
61,717
+133
+0.2% +$6.88K 0.54% 56
2016
Q2 		$2.99M Buy
+61,584
New +$2.88M 0.54% 51
2016
Q1 		– Sell
-227,751
Closed -$10M – 180
2015
Q4 		$10M Buy
227,751
+4,024
+2% +$176K 1.58% 18
2015
Q3 		$8.88M Sell
223,727
-50,339
-18% -$2.11M 1.7% 20
2015
Q2 		$11.3M Buy
274,066
+264,219
+2,683% +$10.6M 1.79% 15
2015
Q1 		$385K Buy
9,847
+137
+1% +$5.28K 0.06% 125
2014
Q4 		$370K Sell
9,710
-419
-4% -$14.8K 0.05% 139
2014
Q3 		$349K Hold
10,129
– – 0.05% 135
2014
Q2 		$314K Sell
10,129
-168
-2% -$5.03K 0.04% 150
2014
Q1 		$308K Sell
10,297
-124
-1% -$3.85K 0.04% 159
2013
Q4 		$338K Buy
10,421
+572
+6% +$17K 0.05% 150
2013
Q3 		$271K Buy
9,849
+485
+5% +$12.9K 0.04% 152
2013
Q2 		$246K Buy
+9,364
New +$249K 0.04% 138

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Moody Lynn & Lieberson's NWL Position: Q2 2017 in Review

Moody Lynn & Lieberson sold out of Newell Brands (NWL) in Q2 2017, closing a stake of 154,823 shares — an estimated $7.3M sold.

Moody Lynn & Lieberson first reported a position in NWL in Q2 2013 and held it in 15 quarters. The position peaked at $11.3M in Q2 2015. 681 funds tracked by Wall St. Rank hold NWL as of Q2 2017.

  • Moody Lynn & Lieberson reported no remaining Newell Brands position as of Q2 2017 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 154,823 Newell Brands shares in Q2 2017, an estimated $7.3M.
  • Moody Lynn & Lieberson first reported a position in Newell Brands in Q2 2013 and held it in 15 quarters.
  • Moody Lynn & Lieberson's Newell Brands position peaked at $11.3M in Q2 2015.
  • 681 funds tracked by Wall St. Rank held Newell Brands as of Q2 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2017, filed 26 Jul 2017.