Advisor Group’s Stanley Black & Decker, Inc. Corporate Units SWP Stock Holding History

Advisor Group’s Portfolio SWP Stock Details SWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Hold	43	–	–	﹤0.01%	4709
2019 Q3	$4K	Hold	43	–	–	﹤0.01%	4797
2019 Q2	$4K	Hold	43	–	–	﹤0.01%	4819
2019 Q1	$4K	Hold	43	–	–	﹤0.01%	4812
2018 Q4	$4K	Hold	43	–	–	﹤0.01%	4662
2018 Q3	$5K	Sell	43 -35	-45%	-$3.83K	﹤0.01%	4628
2018 Q2	$9K	Hold	78	–	–	﹤0.01%	4152
2018 Q1	$9K	Sell	78 -69	-47%	-$8.22K	﹤0.01%	4173
2017 Q4	$18K	Sell	147 -112	-43%	-$13.4K	﹤0.01%	3786
2017 Q3	$30K	Buy	259 +84	+48%	+$9.26K	﹤0.01%	3324
2017 Q2	$20K	Buy	+175	New	+$18.6K	﹤0.01%	3508

Other funds holding SWP

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ACM

Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Advisor Group's SWP Position: Q4 2019 in Review

Advisor Group held its Stanley Black & Decker, Inc. Corporate Units (SWP) position steady in Q4 2019 at 43 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4709.

Advisor Group first reported a position in SWP in Q2 2017 and has held it in 11 quarters since. The position peaked at $30K in Q3 2017. 41 funds tracked by Wall St. Rank hold SWP as of Q4 2019.

Advisor Group held 43 shares of Stanley Black & Decker, Inc. Corporate Units worth $5K as of Q4 2019.
Advisor Group left its Stanley Black & Decker, Inc. Corporate Units share count unchanged in Q4 2019.
Stanley Black & Decker, Inc. Corporate Units made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4709 holding.
Advisor Group first reported a position in Stanley Black & Decker, Inc. Corporate Units in Q2 2017 and has held it in 11 quarters since.
Advisor Group's Stanley Black & Decker, Inc. Corporate Units position peaked at $30K in Q3 2017.
41 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. Corporate Units as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.