WAS
NWL icon

Winch Advisory Services’s Newell Brands NWL Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-45
Closed -$2K – 284
2016
Q3 		$2K Buy
+45
New +$2.33K ﹤0.01% 237

Other funds holding NWL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Winch Advisory Services's NWL Position: Q4 2016 in Review

Winch Advisory Services sold out of Newell Brands (NWL) in Q4 2016, closing a stake of 45 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in NWL in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 672 funds tracked by Wall St. Rank hold NWL as of Q4 2016.

  • Winch Advisory Services reported no remaining Newell Brands position as of Q4 2016 after selling out during the quarter.
  • Winch Advisory Services sold 45 Newell Brands shares in Q4 2016, an estimated $2K.
  • Winch Advisory Services first reported a position in Newell Brands in Q3 2016 and held it in 1 quarter.
  • Winch Advisory Services's Newell Brands position peaked at $2K in Q3 2016.
  • 672 funds tracked by Wall St. Rank held Newell Brands as of Q4 2016.

Based on Winch Advisory Services's 13F filing for Q4 2016, filed 19 Jan 2017.