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Advent Capital Management’s Stanley Black & Decker SWK Stock Holding History

Advent Capital Management’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-37
Closed -$5K – 327
2018
Q3 		$5K Buy
+37
New +$5.26K ﹤0.01% 278

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advent Capital Management's SWK Position: Q4 2018 in Review

Advent Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 37 shares — an estimated $5K sold.

Advent Capital Management first reported a position in SWK in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

  • Advent Capital Management reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
  • Advent Capital Management sold 37 Stanley Black & Decker shares in Q4 2018, an estimated $5K.
  • Advent Capital Management first reported a position in Stanley Black & Decker in Q3 2018 and held it in 1 quarter.
  • Advent Capital Management's Stanley Black & Decker position peaked at $5K in Q3 2018.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Advent Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.