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Torch Wealth Management’s Newell Brands NWL Stock Holding History

Torch 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
2014
Q2 		– Sell
-200
Closed -$6K – 275
2014
Q1 		$6K Buy
+200
New +$6.21K ﹤0.01% 278

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Torch Wealth Management's NWL Position: Q2 2014 in Review

Torch Wealth Management sold out of Newell Brands (NWL) in Q2 2014, closing a stake of 200 shares — an estimated $6K sold.

Torch Wealth Management first reported a position in NWL in Q1 2014 and held it in 1 quarter. The position peaked at $6K in Q1 2014. 428 funds tracked by Wall St. Rank hold NWL as of Q2 2014.

  • Torch Wealth Management reported no remaining Newell Brands position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 200 Newell Brands shares in Q2 2014, an estimated $6K.
  • Torch Wealth Management first reported a position in Newell Brands in Q1 2014 and held it in 1 quarter.
  • Torch Wealth Management's Newell Brands position peaked at $6K in Q1 2014.
  • 428 funds tracked by Wall St. Rank held Newell Brands as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.