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Sky Investment Group’s Newell Brands NWL Stock Holding History

Sky Investment Group’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
Q4 		– Sell
-20,681
Closed -$420K – 101
2018
Q3 		$420K Sell
20,681
-9,060
-30% -$213K 0.16% 78
2018
Q2 		$767K Sell
29,741
-905
-3% -$23.6K 0.31% 66
2018
Q1 		$781K Sell
30,646
-3,340
-10% -$94.4K 0.32% 65
2017
Q4 		$1.05M Sell
33,986
-22,614
-40% -$780K 0.41% 60
2017
Q3 		$2.42M Buy
56,600
+23,685
+72% +$1.16M 0.99% 41
2017
Q2 		$1.76M Buy
32,915
+590
+2% +$29.9K 0.75% 48
2017
Q1 		$1.52M Buy
32,325
+1,520
+5% +$72.1K 0.67% 50
2016
Q4 		$1.38M Buy
+30,805
New +$1.49M 0.64% 50

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sky Investment Group's NWL Position: Q4 2018 in Review

Sky Investment Group sold out of Newell Brands (NWL) in Q4 2018, closing a stake of 20,681 shares — an estimated $420K sold.

Sky Investment Group first reported a position in NWL in Q4 2016 and held it in 8 quarters. The position peaked at $2.42M in Q3 2017. 607 funds tracked by Wall St. Rank hold NWL as of Q4 2018.

  • Sky Investment Group reported no remaining Newell Brands position as of Q4 2018 after selling out during the quarter.
  • Sky Investment Group sold 20,681 Newell Brands shares in Q4 2018, an estimated $420K.
  • Sky Investment Group first reported a position in Newell Brands in Q4 2016 and held it in 8 quarters.
  • Sky Investment Group's Newell Brands position peaked at $2.42M in Q3 2017.
  • 607 funds tracked by Wall St. Rank held Newell Brands as of Q4 2018.

Based on Sky Investment Group's 13F filing for Q4 2018, filed 24 Jan 2019.