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WealthPLAN Partners’s Newell Brands NWL Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$11.1K Hold
216
– – ﹤0.01% 587
2016
Q2 		$10.5K Buy
+216
New +$10.1K ﹤0.01% 1715

Other funds holding NWL

Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's NWL Position: Q3 2016 in Review

WealthPLAN Partners held its Newell Brands (NWL) position steady in Q3 2016 at 216 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

WealthPLAN Partners first reported a position in NWL in Q2 2016 and has held it in 2 quarters since. 671 funds tracked by Wall St. Rank hold NWL as of Q3 2016.

  • WealthPLAN Partners held 216 shares of Newell Brands worth $11.1K as of Q3 2016.
  • WealthPLAN Partners left its Newell Brands share count unchanged in Q3 2016.
  • Newell Brands made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #587 holding.
  • WealthPLAN Partners first reported a position in Newell Brands in Q2 2016 and has held it in 2 quarters since.
  • 671 funds tracked by Wall St. Rank held Newell Brands as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.