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UBS’s Newell Brands NWL Stock Holding History

UBS’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
Q3 		– Sell
-100
Closed -$3K – 10616
2014
Q2 		$3K Buy
+100
New +$2.99K ﹤0.01% 9838
2014
Q1 		– Sell
-100
Closed -$3K – 10670
2013
Q4 		$3K Sell
100
-3,100
-97% -$92.2K ﹤0.01% 9870
2013
Q3 		$88K Buy
3,200
+3,100
+3,100% +$82.6K ﹤0.01% 6154
2013
Q2 		$3K Buy
+100
New +$2.66K ﹤0.01% 9622

Other funds holding NWL

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

UBS's NWL Position: Q3 2014 in Review

UBS increased its Newell Brands (NWL) stake by 44% in Q3 2014, buying an estimated $3.56M and bringing the position to 351,060 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #1303.

UBS first reported a position in NWL in Q2 2013 and has held it in 6 quarters since. 428 funds tracked by Wall St. Rank hold NWL as of Q3 2014.

  • UBS held 351,060 shares of Newell Brands worth $12.1M as of Q3 2014.
  • UBS bought 107,770 Newell Brands shares in Q3 2014, an estimated $3.56M.
  • Newell Brands made up 0.01% of UBS's portfolio in Q3 2014, its #1303 holding.
  • UBS first reported a position in Newell Brands in Q2 2013 and has held it in 6 quarters since.
  • 428 funds tracked by Wall St. Rank held Newell Brands as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.