Ropes Wealth Advisors’s Newell Brands NWL Stock Holding History

Ropes Wealth 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 Q4	–	Sell	-1,920	Closed	-$82K	–	802
2017 Q3	$82K	Hold	1,920	–	–	0.02%	281
2017 Q2	$103K	Sell	1,920 -3	-0.2%	-$152	0.03%	265
2017 Q1	$91K	Buy	+1,923	New	+$91.2K	0.03%	273
2016 Q3	–	Sell	-68	Closed	-$3K	–	486
2016 Q2	$3K	Buy	68 +45	+196%	+$2.1K	﹤0.01%	444
2016 Q1	$1K	Buy	+23	New	+$902	﹤0.01%	426

Other funds holding NWL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ropes Wealth Advisors's NWL Position: Q4 2017 in Review

Ropes Wealth Advisors sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 1,920 shares — an estimated $82K sold.

Ropes Wealth Advisors first reported a position in NWL in Q1 2016 and held it in 5 quarters. The position peaked at $103K in Q2 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

Ropes Wealth Advisors reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 1,920 Newell Brands shares in Q4 2017, an estimated $82K.
Ropes Wealth Advisors first reported a position in Newell Brands in Q1 2016 and held it in 5 quarters.
Ropes Wealth Advisors's Newell Brands position peaked at $103K in Q2 2017.
592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Ropes Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.