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Seven Bridges Advisors’s Newell Brands NWL Stock Holding History

Seven Bridges 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
2016
Q4 		– Sell
-5,166
Closed -$272K – 150
2016
Q3 		$272K Buy
5,166
+2,355
+84% +$122K 0.24% 89
2016
Q2 		$137K Buy
+2,811
New +$131K 0.12% 119

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Seven Bridges Advisors's NWL Position: Q4 2016 in Review

Seven Bridges Advisors sold out of Newell Brands (NWL) in Q4 2016, closing a stake of 5,166 shares — an estimated $272K sold.

Seven Bridges Advisors first reported a position in NWL in Q2 2016 and held it in 2 quarters. The position peaked at $272K in Q3 2016. 672 funds tracked by Wall St. Rank hold NWL as of Q4 2016.

  • Seven Bridges Advisors reported no remaining Newell Brands position as of Q4 2016 after selling out during the quarter.
  • Seven Bridges Advisors sold 5,166 Newell Brands shares in Q4 2016, an estimated $272K.
  • Seven Bridges Advisors first reported a position in Newell Brands in Q2 2016 and held it in 2 quarters.
  • Seven Bridges Advisors's Newell Brands position peaked at $272K in Q3 2016.
  • 672 funds tracked by Wall St. Rank held Newell Brands as of Q4 2016.

Based on Seven Bridges Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.