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WFG Advisors’s Newell Brands NWL Stock Holding History

WFG 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
2017
Q2 		$53K Buy
991
+173
+21% +$8.77K 0.01% 688
2017
Q1 		$39K Sell
818
-173
-17% -$8.21K 0.01% 726
2016
Q4 		$44K Sell
991
-304
-23% -$14.7K 0.01% 741
2016
Q3 		$68K Buy
1,295
+1
+0.1% +$52 0.02% 631
2016
Q2 		$63K Buy
1,294
+817
+171% +$38.2K 0.02% 632
2016
Q1 		$21K Buy
477
+1
+0.2% +$39 0.01% 879
2015
Q4 		$21K Buy
476
+1
+0.2% +$44 0.01% 886
2015
Q3 		$19K Buy
475
+106
+29% +$4.45K 0.01% 907
2015
Q2 		$15K Buy
369
+80
+28% +$3.21K ﹤0.01% 1069
2015
Q1 		$11K Sell
289
-50
-15% -$1.93K ﹤0.01% 1175
2014
Q4 		$13K Buy
339
+2
+0.6% +$71 ﹤0.01% 1366
2014
Q3 		$12K Buy
337
+1
+0.3% +$33 ﹤0.01% 1435
2014
Q2 		$10K Buy
336
+1
+0.3% +$30 ﹤0.01% 1487
2014
Q1 		$10K Buy
335
+2
+0.6% +$62 ﹤0.01% 1468
2013
Q4 		$11K Buy
333
+1
+0.3% +$30 ﹤0.01% 1550
2013
Q3 		$9K Buy
332
+2
+0.6% +$53 ﹤0.01% 1566
2013
Q2 		$9K Buy
+330
New +$8.77K ﹤0.01% 1490

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WFG Advisors's NWL Position: Q2 2017 in Review

WFG Advisors increased its Newell Brands (NWL) stake by 21% in Q2 2017, buying an estimated $8.77K and bringing the position to 991 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #688.

WFG Advisors first reported a position in NWL in Q2 2013 and has held it in 17 quarters since. The position peaked at $68K in Q3 2016. 681 funds tracked by Wall St. Rank hold NWL as of Q2 2017.

  • WFG Advisors held 991 shares of Newell Brands worth $53K as of Q2 2017.
  • WFG Advisors bought 173 Newell Brands shares in Q2 2017, an estimated $8.77K.
  • Newell Brands made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #688 holding.
  • WFG Advisors first reported a position in Newell Brands in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Newell Brands position peaked at $68K in Q3 2016.
  • 681 funds tracked by Wall St. Rank held Newell Brands as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.