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Woodmont Investment Counsel’s Newell Brands NWL Stock Holding History

Woodmont Investment Counsel’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
-118
Closed -$6K – 476
2016
Q3 		$6K Buy
+118
New +$6.1K ﹤0.01% 535
2016
Q2 		– Sell
-794
Closed -$35K – 370
2016
Q1 		$35K Hold
794
– – 0.01% 297
2015
Q4 		$35K Hold
794
– – 0.01% 300
2015
Q3 		$32K Hold
794
– – 0.01% 307
2015
Q2 		$33K Buy
+794
New +$31.8K 0.01% 308

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Woodmont Investment Counsel's NWL Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Newell Brands (NWL) in Q4 2016, closing a stake of 118 shares — an estimated $6K sold.

Woodmont Investment Counsel first reported a position in NWL in Q2 2015 and held it in 5 quarters. The position peaked at $35K in Q1 2016. 673 funds tracked by Wall St. Rank hold NWL as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Newell Brands position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 118 Newell Brands shares in Q4 2016, an estimated $6K.
  • Woodmont Investment Counsel first reported a position in Newell Brands in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Newell Brands position peaked at $35K in Q1 2016.
  • 673 funds tracked by Wall St. Rank held Newell Brands as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.