AmeriServ Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

AmeriServ Wealth 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
2015 Q3	–	Sell	-1,100	Closed	-$116K	–	133
2015 Q2	$116K	Buy	+1,100	New	+$112K	0.13%	89
2015 Q1	–	Sell	-3,100	Closed	-$298K	–	118
2014 Q4	$298K	Hold	3,100	–	–	0.29%	89
2014 Q3	$275K	Hold	3,100	–	–	0.48%	82
2014 Q2	$272K	Sell	3,100 -1,062	-26%	-$90.5K	0.29%	92
2014 Q1	$338K	Sell	4,162 -5,500	-57%	-$441K	0.34%	82
2013 Q4	$780K	Buy	9,662 +1	+0%	+$82	0.47%	63
2013 Q3	$875K	Buy	9,661 +2	+0%	+$171	0.56%	56
2013 Q2	$747K	Buy	+9,659	New	+$757K	0.48%	60

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AmeriServ Wealth Advisors's SWK Position: Q3 2015 in Review

AmeriServ Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q3 2015, closing a stake of 1,100 shares — an estimated $116K sold.

AmeriServ Wealth Advisors first reported a position in SWK in Q2 2013 and held it in 8 quarters. The position peaked at $875K in Q3 2013. 600 funds tracked by Wall St. Rank hold SWK as of Q3 2015.

AmeriServ Wealth Advisors reported no remaining Stanley Black & Decker position as of Q3 2015 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,100 Stanley Black & Decker shares in Q3 2015, an estimated $116K.
AmeriServ Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2013 and held it in 8 quarters.
AmeriServ Wealth Advisors's Stanley Black & Decker position peaked at $875K in Q3 2013.
600 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2015.

Based on AmeriServ Wealth Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.