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SSWM
Sheets Smith Wealth Management’s
Newell Brands
NWL
Stock Holding History
Sheets Smith Wealth Management’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
-21,050
Closed
-$898K
–
329
2017
Q3
$898K
Hold
21,050
–
–
0.23%
121
2017
Q2
$1.13M
Hold
21,050
–
–
0.3%
91
2017
Q1
$993K
Hold
21,050
–
–
0.26%
109
2016
Q4
$940K
Hold
21,050
–
–
0.26%
104
2016
Q3
$1.11M
Hold
21,050
–
–
0.31%
83
2016
Q2
$1.02M
Hold
21,050
–
–
0.3%
96
2016
Q1
$932K
Sell
21,050
-1,300
-6%
-$51K
0.29%
92
2015
Q4
$985K
Hold
22,350
–
–
0.3%
90
2015
Q3
$888K
Buy
22,350
+1,100
+5%
+$46.2K
0.3%
89
2015
Q2
$874K
Sell
21,250
-3,075
-13%
-$123K
0.24%
124
2015
Q1
$950K
Hold
24,325
–
–
0.26%
119
2014
Q4
$927K
Hold
24,325
–
–
0.24%
126
2014
Q3
$837K
Hold
24,325
–
–
0.23%
137
2014
Q2
$754K
Hold
24,325
–
–
0.2%
153
2014
Q1
$727K
Buy
24,325
+975
+4%
+$30.3K
0.2%
134
2013
Q4
$757K
Buy
+23,350
New
+$695K
0.21%
132
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
$5.7T 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
$3.69B 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
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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