W
NWL icon

Wealthfront’s Newell Brands NWL Stock Holding History

Wealthfront’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
Q3 		– Sell
-6,235
Closed -$334K – 511
2017
Q2 		$334K Buy
6,235
+765
+14% +$38.8K 0.01% 361
2017
Q1 		$258K Sell
5,470
-1,129
-17% -$53.6K ﹤0.01% 367
2016
Q4 		$295K Sell
6,599
-1,599
-20% -$77.4K 0.01% 291
2016
Q3 		$432K Buy
8,198
+649
+9% +$33.6K 0.01% 207
2016
Q2 		$367K Buy
+7,549
New +$353K 0.01% 218
2015
Q4 		– Sell
-3,118
Closed -$124K – 796
2015
Q3 		$124K Sell
3,118
-390
-11% -$16.4K 0.01% 366
2015
Q2 		$144K Buy
3,508
+930
+36% +$37.3K 0.01% 332
2015
Q1 		$101K Buy
2,578
+1,076
+72% +$41.5K ﹤0.01% 382
2014
Q4 		$57K Buy
1,502
+210
+16% +$7.41K ﹤0.01% 461
2014
Q3 		$44K Buy
1,292
+618
+92% +$20.4K ﹤0.01% 432
2014
Q2 		$21K Buy
674
+443
+192% +$13.3K ﹤0.01% 488
2014
Q1 		$7K Buy
+231
New +$7.17K ﹤0.01% 507

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's NWL Position: Q3 2017 in Review

Wealthfront sold out of Newell Brands (NWL) in Q3 2017, closing a stake of 6,235 shares — an estimated $334K sold.

Wealthfront first reported a position in NWL in Q1 2014 and held it in 12 quarters. The position peaked at $432K in Q3 2016. 656 funds tracked by Wall St. Rank hold NWL as of Q3 2017.

  • Wealthfront reported no remaining Newell Brands position as of Q3 2017 after selling out during the quarter.
  • Wealthfront sold 6,235 Newell Brands shares in Q3 2017, an estimated $334K.
  • Wealthfront first reported a position in Newell Brands in Q1 2014 and held it in 12 quarters.
  • Wealthfront's Newell Brands position peaked at $432K in Q3 2016.
  • 656 funds tracked by Wall St. Rank held Newell Brands as of Q3 2017.

Based on Wealthfront's 13F filing for Q3 2017, filed 14 Nov 2017.