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Vontobel Swiss Wealth Advisors’s Newell Brands NWL Stock Holding History

Vontobel Swiss Wealth 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
2019
Q1 		– Sell
-148,593
Closed -$2.73M – 80
2018
Q4 		$2.73M Buy
148,593
+53,195
+56% +$1.06M 2.03% 21
2018
Q3 		$1.93M Buy
95,398
+20,762
+28% +$488K 1.13% 30
2018
Q2 		$1.93M Buy
74,636
+1,129
+2% +$29.4K 1.09% 29
2018
Q1 		$1.87M Buy
+73,507
New +$2.08M 0.99% 31

Other funds holding NWL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's NWL Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Newell Brands (NWL) in Q1 2019, closing a stake of 148,593 shares — an estimated $2.73M sold.

Vontobel Swiss Wealth Advisors first reported a position in NWL in Q1 2018 and held it in 4 quarters. The position peaked at $2.73M in Q4 2018. 563 funds tracked by Wall St. Rank hold NWL as of Q1 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Newell Brands position as of Q1 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 148,593 Newell Brands shares in Q1 2019, an estimated $2.73M.
  • Vontobel Swiss Wealth Advisors first reported a position in Newell Brands in Q1 2018 and held it in 4 quarters.
  • Vontobel Swiss Wealth Advisors's Newell Brands position peaked at $2.73M in Q4 2018.
  • 563 funds tracked by Wall St. Rank held Newell Brands as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.