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 $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's NWL Position: Q4 2017 in Review

Sheets Smith Wealth Management sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 21,050 shares — an estimated $898K sold.

Sheets Smith Wealth Management first reported a position in NWL in Q4 2013 and held it in 16 quarters. The position peaked at $1.13M in Q2 2017. 593 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

Sheets Smith Wealth Management reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
Sheets Smith Wealth Management sold 21,050 Newell Brands shares in Q4 2017, an estimated $898K.
Sheets Smith Wealth Management first reported a position in Newell Brands in Q4 2013 and held it in 16 quarters.
Sheets Smith Wealth Management's Newell Brands position peaked at $1.13M in Q2 2017.
593 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.