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Optimum Investment Advisors’s Newell Brands NWL Stock Holding History

Optimum 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
2019
Q2 		– Sell
-1,200
Closed -$18K – 986
2019
Q1 		$18K Hold
1,200
– – 0.01% 711
2018
Q4 		$22K Hold
1,200
– – 0.01% 640
2018
Q3 		$24K Hold
1,200
– – 0.01% 690
2018
Q2 		$31K Sell
1,200
-400
-25% -$10.4K 0.01% 636
2018
Q1 		$41K Buy
+1,600
New +$45.2K 0.01% 557
2017
Q4 		– Sell
-9,888
Closed -$422K – 316
2017
Q3 		$422K Buy
9,888
+1,003
+11% +$49K 0.14% 189
2017
Q2 		$476K Buy
8,885
+902
+11% +$45.7K 0.16% 173
2017
Q1 		$377K Hold
7,983
– – 0.13% 197
2016
Q4 		$356K Buy
7,983
+2,600
+48% +$126K 0.13% 195
2016
Q3 		$283K Hold
5,383
– – 0.11% 225
2016
Q2 		$261K Buy
+5,383
New +$252K 0.1% 220
2015
Q1 		$107K Buy
2,750
+100
+4% +$3.85K 0.03% 368
2014
Q4 		$101K Hold
2,650
– – 0.03% 366
2014
Q3 		$91K Buy
2,650
+200
+8% +$6.61K 0.03% 365
2014
Q2 		$76K Hold
2,450
– – 0.02% 390
2014
Q1 		$73K Hold
2,450
– – 0.03% 340
2013
Q4 		$79K Hold
2,450
– – 0.03% 330
2013
Q3 		$67K Buy
+2,450
New +$65.3K 0.03% 332

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's NWL Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Newell Brands (NWL) in Q2 2019, closing a stake of 1,200 shares — an estimated $18K sold.

Optimum Investment Advisors first reported a position in NWL in Q3 2013 and held it in 18 quarters. The position peaked at $476K in Q2 2017. 551 funds tracked by Wall St. Rank hold NWL as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Newell Brands position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 Newell Brands shares in Q2 2019, an estimated $18K.
  • Optimum Investment Advisors first reported a position in Newell Brands in Q3 2013 and held it in 18 quarters.
  • Optimum Investment Advisors's Newell Brands position peaked at $476K in Q2 2017.
  • 551 funds tracked by Wall St. Rank held Newell Brands as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.