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Welch Capital Partners’s Newell Brands NWL Stock Holding History

Welch Capital 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
2017
Q4 		– Sell
-182,600
Closed -$7.79M – 43
2017
Q3 		$7.79M Buy
182,600
+12,840
+8% +$628K 2.63% 13
2017
Q2 		$9.1M Buy
169,760
+15,570
+10% +$789K 3.01% 12
2017
Q1 		$7.27M Buy
154,190
+88,990
+136% +$4.22M 2.4% 19
2016
Q4 		$2.91M Buy
+65,200
New +$3.16M 0.98% 34

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

Welch Capital Partners's NWL Position: Q4 2017 in Review

Welch Capital Partners sold out of Newell Brands (NWL) in Q4 2017, closing a stake of 182,600 shares — an estimated $7.79M sold.

Welch Capital Partners first reported a position in NWL in Q4 2016 and held it in 4 quarters. The position peaked at $9.1M in Q2 2017. 592 funds tracked by Wall St. Rank hold NWL as of Q4 2017.

  • Welch Capital Partners reported no remaining Newell Brands position as of Q4 2017 after selling out during the quarter.
  • Welch Capital Partners sold 182,600 Newell Brands shares in Q4 2017, an estimated $7.79M.
  • Welch Capital Partners first reported a position in Newell Brands in Q4 2016 and held it in 4 quarters.
  • Welch Capital Partners's Newell Brands position peaked at $9.1M in Q2 2017.
  • 592 funds tracked by Wall St. Rank held Newell Brands as of Q4 2017.

Based on Welch Capital Partners's 13F filing for Q4 2017, filed 9 Feb 2018.