Signature Estate & Investment Advisors’s Newell Brands NWL Stock Holding History

Signature Estate & Investment 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	-4,261	Closed	-$224K	–	172
2016 Q3	$224K	Sell	4,261 -476	-10%	-$24.6K	0.03%	117
2016 Q2	$230K	Sell	4,737 -4,297	-48%	-$201K	0.04%	107
2016 Q1	$400K	Sell	9,034 -292,218	-97%	-$11.5M	0.07%	85
2015 Q4	$13.3M	Buy	301,252 +12,930	+4%	+$566K	2.29%	12
2015 Q3	$11.4M	Buy	288,322 +21,758	+8%	+$914K	2.39%	13
2015 Q2	$11M	Buy	266,564 +30,873	+13%	+$1.24M	2.45%	14
2015 Q1	$9.21M	Buy	+235,691	New	+$9.08M	2.43%	19

Other funds holding NWL

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Signature Estate & Investment Advisors's NWL Position: Q4 2016 in Review

Signature Estate & Investment Advisors sold out of Newell Brands (NWL) in Q4 2016, closing a stake of 4,261 shares — an estimated $224K sold.

Signature Estate & Investment Advisors first reported a position in NWL in Q1 2015 and held it in 7 quarters. The position peaked at $13.3M in Q4 2015. 673 funds tracked by Wall St. Rank hold NWL as of Q4 2016.

Signature Estate & Investment Advisors reported no remaining Newell Brands position as of Q4 2016 after selling out during the quarter.
Signature Estate & Investment Advisors sold 4,261 Newell Brands shares in Q4 2016, an estimated $224K.
Signature Estate & Investment Advisors first reported a position in Newell Brands in Q1 2015 and held it in 7 quarters.
Signature Estate & Investment Advisors's Newell Brands position peaked at $13.3M in Q4 2015.
673 funds tracked by Wall St. Rank held Newell Brands as of Q4 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.