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Advisory Research’s Stanley Black & Decker SWK Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-831
Closed -$68K – 634
2014
Q1 		$68K Buy
+831
New +$66.6K ﹤0.01% 634

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's SWK Position: Q2 2014 in Review

Advisory Research sold out of Stanley Black & Decker (SWK) in Q2 2014, closing a stake of 831 shares — an estimated $68K sold.

Advisory Research first reported a position in SWK in Q1 2014 and held it in 1 quarter. The position peaked at $68K in Q1 2014. 543 funds tracked by Wall St. Rank hold SWK as of Q2 2014.

  • Advisory Research reported no remaining Stanley Black & Decker position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 831 Stanley Black & Decker shares in Q2 2014, an estimated $68K.
  • Advisory Research first reported a position in Stanley Black & Decker in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Stanley Black & Decker position peaked at $68K in Q1 2014.
  • 543 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.