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Valley Wealth Managers’s Newell Brands NWL Stock Holding History

Valley Wealth Managers’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
2017
Q4 		– Sell
-282,423
Closed -$12.1M – 127
2017
Q3 		$12.1M Buy
282,423
+11,748
+4% +$574K 1.52% 41
2017
Q2 		$14.5M Buy
+270,675
New +$13.7M 1.94% 31

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valley Wealth Managers's NWL Position: Q4 2017 in Review

Valley Wealth Managers sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 282,423 shares — an estimated $12.1M sold.

Valley Wealth Managers first reported a position in NWL in Q2 2017 and held it in 2 quarters. The position peaked at $14.5M in Q2 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

  • Valley Wealth Managers reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 282,423 Newell Brands shares in Q4 2017, an estimated $12.1M.
  • Valley Wealth Managers first reported a position in Newell Brands in Q2 2017 and held it in 2 quarters.
  • Valley Wealth Managers's Newell Brands position peaked at $14.5M in Q2 2017.
  • 592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Valley Wealth Managers's 13F filing for Q4 2017, filed 24 Jan 2018.