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Wealthspire Advisors (Maryland)’s Newell Brands NWL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,887
Closed -$29K – 1497
2019
Q1 		$29K Sell
1,887
-1,890
-50% -$34.7K ﹤0.01% 1125
2018
Q4 		$70K Sell
3,777
-287
-7% -$5.71K 0.01% 728
2018
Q3 		$82K Sell
4,064
-587
-13% -$13.8K 0.01% 770
2018
Q2 		$120K Buy
4,651
+314
+7% +$8.18K 0.01% 629
2018
Q1 		$111K Sell
4,337
-392
-8% -$11.1K 0.01% 675
2017
Q4 		$146K Buy
4,729
+443
+10% +$15.3K 0.01% 584
2017
Q3 		$183K Buy
4,286
+50
+1% +$2.44K 0.02% 506
2017
Q2 		$227K Sell
4,236
-863
-17% -$43.8K 0.03% 412
2017
Q1 		$241K Sell
5,099
-1,028
-17% -$48.8K 0.03% 341
2016
Q4 		$274K Buy
6,127
+998
+19% +$48.3K 0.04% 300
2016
Q3 		$270K Buy
5,129
+130
+3% +$6.72K 0.04% 302
2016
Q2 		$243K Buy
4,999
+4,514
+931% +$211K 0.04% 313
2016
Q1 		$21K Hold
485
– – ﹤0.01% 960
2015
Q4 		$21K Buy
+485
New +$21.2K ﹤0.01% 950

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NWL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Newell Brands (NWL) in Q2 2019, closing a stake of 1,887 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in NWL in Q4 2015 and held it in 14 quarters. The position peaked at $274K in Q4 2016. 551 funds tracked by Wall St. Rank hold NWL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Newell Brands position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,887 Newell Brands shares in Q2 2019, an estimated $29K.
  • Wealthspire Advisors (Maryland) first reported a position in Newell Brands in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Newell Brands position peaked at $274K in Q4 2016.
  • 551 funds tracked by Wall St. Rank held Newell Brands as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.