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Rockefeller Financial Services’s Newell Brands NWL Stock Holding History

Rockefeller Financial Services’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
-2,250
Closed -$96K – 531
2017
Q3 		$96K Buy
+2,250
New +$110K ﹤0.01% 384
2017
Q2 		– Sell
-220
Closed -$10K – 455
2017
Q1 		$10K Hold
220
– – ﹤0.01% 443
2016
Q4 		$10K Buy
+220
New +$10.6K ﹤0.01% 468

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

Rockefeller Financial Services's NWL Position: Q4 2017 in Review

Rockefeller Financial Services sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 2,250 shares — an estimated $96K sold.

Rockefeller Financial Services first reported a position in NWL in Q4 2016 and held it in 3 quarters. The position peaked at $96K in Q3 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

  • Rockefeller Financial Services reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 2,250 Newell Brands shares in Q4 2017, an estimated $96K.
  • Rockefeller Financial Services first reported a position in Newell Brands in Q4 2016 and held it in 3 quarters.
  • Rockefeller Financial Services's Newell Brands position peaked at $96K in Q3 2017.
  • 592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.