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OneDigital Investment Advisors’s Newell Brands NWL Stock Holding History

OneDigital Investment Advisors’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
Q3 		– Sell
-530
Closed -$28K – 1131
2017
Q2 		$28K Buy
+530
New +$26.9K 0.01% 634

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

OneDigital Investment Advisors's NWL Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of Newell Brands (NWL) in Q3 2017, closing a stake of 530 shares — an estimated $28K sold.

OneDigital Investment Advisors first reported a position in NWL in Q2 2017 and held it in 1 quarter. The position peaked at $28K in Q2 2017. 656 funds tracked by Wall St. Rank hold NWL as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining Newell Brands position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 530 Newell Brands shares in Q3 2017, an estimated $28K.
  • OneDigital Investment Advisors first reported a position in Newell Brands in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's Newell Brands position peaked at $28K in Q2 2017.
  • 656 funds tracked by Wall St. Rank held Newell Brands as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.