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Allegis Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-227
Closed -$24K – 822
2015
Q4 		$24K Buy
+227
New +$23.9K 0.01% 468

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allegis Investment Advisors's SWK Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Stanley Black & Decker (SWK) in Q1 2016, closing a stake of 227 shares — an estimated $24K sold.

Allegis Investment Advisors first reported a position in SWK in Q4 2015 and held it in 1 quarter. The position peaked at $24K in Q4 2015. 613 funds tracked by Wall St. Rank hold SWK as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Stanley Black & Decker position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 227 Stanley Black & Decker shares in Q1 2016, an estimated $24K.
  • Allegis Investment Advisors first reported a position in Stanley Black & Decker in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Stanley Black & Decker position peaked at $24K in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.