Rowland Carmichael Advisors’s Newell Brands NWL Stock Holding History

Rowland Carmichael 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	-20,571	Closed	-$878K	–	326
2017 Q3	$878K	Hold	20,571	–	–	0.49%	60
2017 Q2	$1.1M	Hold	20,571	–	–	0.64%	33
2017 Q1	$970K	Hold	20,571	–	–	0.59%	40
2016 Q4	$918K	Hold	20,571	–	–	0.54%	61
2016 Q3	$1.08M	Sell	20,571 -623	-3%	-$32.2K	0.69%	41
2016 Q2	$1.03M	Buy	+21,194	New	+$991K	0.65%	41

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

Rowland Carmichael Advisors's NWL Position: Q4 2017 in Review

Rowland Carmichael Advisors sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 20,571 shares — an estimated $878K sold.

Rowland Carmichael Advisors first reported a position in NWL in Q2 2016 and held it in 6 quarters. The position peaked at $1.1M in Q2 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

Rowland Carmichael Advisors reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 20,571 Newell Brands shares in Q4 2017, an estimated $878K.
Rowland Carmichael Advisors first reported a position in Newell Brands in Q2 2016 and held it in 6 quarters.
Rowland Carmichael Advisors's Newell Brands position peaked at $1.1M in Q2 2017.
592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2017, filed 10 Feb 2020.