Northwest Wealth Management’s Newell Brands NWL Stock Holding History

Northwest 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 Q2	–	Sell	-7,350	Closed	-$113K	–	358
2019 Q1	$113K	Sell	7,350 -41	-0.6%	-$753	0.09%	148
2018 Q4	$137K	Sell	7,391 -42	-0.6%	-$835	0.12%	118
2018 Q3	$151K	Buy	7,433 +3,050	+70%	+$71.6K	0.11%	123
2018 Q2	$113K	Buy	4,383 +4,300	+5,181%	+$112K	0.08%	141
2018 Q1	$2K	Buy	+83	New	+$2.35K	﹤0.01%	483

Other funds holding NWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Wealth Management's NWL Position: Q2 2019 in Review

Northwest Wealth Management sold out of Newell Brands (NWL) in Q2 2019, closing a stake of 7,350 shares — an estimated $113K sold.

Northwest Wealth Management first reported a position in NWL in Q1 2018 and held it in 5 quarters. The position peaked at $151K in Q3 2018. 551 funds tracked by Wall St. Rank hold NWL as of Q2 2019.

Northwest Wealth Management reported no remaining Newell Brands position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 7,350 Newell Brands shares in Q2 2019, an estimated $113K.
Northwest Wealth Management first reported a position in Newell Brands in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Newell Brands position peaked at $151K in Q3 2018.
551 funds tracked by Wall St. Rank held Newell Brands as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.