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Zevenbergen Capital Investments’s Newell Brands NWL Stock Holding History

Zevenbergen Capital Investments’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
2018
Q1 		– Sell
-13,885
Closed -$429K – 84
2017
Q4 		$429K Sell
13,885
-3,250
-19% -$112K 0.02% 76
2017
Q3 		$731K Buy
+17,135
New +$838K 0.03% 62

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 $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $609B AUM 40.19% 1-Year Est. Return

Zevenbergen Capital Investments's NWL Position: Q1 2018 in Review

Zevenbergen Capital Investments sold out of Newell Brands (NWL) in Q1 2018, closing a stake of 13,885 shares — an estimated $429K sold.

Zevenbergen Capital Investments first reported a position in NWL in Q3 2017 and held it in 2 quarters. The position peaked at $731K in Q3 2017. 607 funds tracked by Wall St. Rank hold NWL as of Q1 2018.

  • Zevenbergen Capital Investments reported no remaining Newell Brands position as of Q1 2018 after selling out during the quarter.
  • Zevenbergen Capital Investments sold 13,885 Newell Brands shares in Q1 2018, an estimated $429K.
  • Zevenbergen Capital Investments first reported a position in Newell Brands in Q3 2017 and held it in 2 quarters.
  • Zevenbergen Capital Investments's Newell Brands position peaked at $731K in Q3 2017.
  • 607 funds tracked by Wall St. Rank held Newell Brands as of Q1 2018.

Based on Zevenbergen Capital Investments's 13F filing for Q1 2018, filed 15 May 2018.