Shine Investment Advisory Services’s Newell Brands NWL Stock Holding History

Shine Investment Advisory Services’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
2018 Q3	–	Sell	-971	Closed	-$25K	–	658
2018 Q2	$25K	Hold	971	–	–	0.01%	425
2018 Q1	$25K	Sell	971 -157	-14%	-$4.44K	0.01%	430
2017 Q4	$35K	Buy	1,128 +130	+13%	+$4.48K	0.02%	366
2017 Q3	$43K	Sell	998 -807	-45%	-$39.5K	0.02%	323
2017 Q2	$97K	Buy	+1,805	New	+$91.5K	0.05%	161

Other funds holding NWL

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

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Shine Investment Advisory Services's NWL Position: Q3 2018 in Review

Shine Investment Advisory Services sold out of Newell Brands (NWL) in Q3 2018, closing a stake of 971 shares — an estimated $25K sold.

Shine Investment Advisory Services first reported a position in NWL in Q2 2017 and held it in 5 quarters. The position peaked at $97K in Q2 2017. 613 funds tracked by Wall St. Rank hold NWL as of Q3 2018.

Shine Investment Advisory Services reported no remaining Newell Brands position as of Q3 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 971 Newell Brands shares in Q3 2018, an estimated $25K.
Shine Investment Advisory Services first reported a position in Newell Brands in Q2 2017 and held it in 5 quarters.
Shine Investment Advisory Services's Newell Brands position peaked at $97K in Q2 2017.
613 funds tracked by Wall St. Rank held Newell Brands as of Q3 2018.

Based on Shine Investment Advisory Services's 13F filing for Q3 2018, filed 13 Nov 2018.