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Aris Wealth Services’s Stanley Black & Decker SWK Stock Holding History

Aris Wealth Services’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 		$2K Sell
25
-6,699
-100% -$690K ﹤0.01% 332
2015
Q2 		$708K Buy
6,724
+5,554
+475% +$566K 0.65% 59
2015
Q1 		$112K Buy
+1,170
New +$112K 0.1% 133

Other funds holding SWK

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $8.06B AUM 6.78% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aris Wealth Services's SWK Position: Q3 2015 in Review

Aris Wealth Services reduced its Stanley Black & Decker (SWK) stake by 100% in Q3 2015, selling an estimated $690K and leaving 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Aris Wealth Services first reported a position in SWK in Q1 2015 and has held it in 3 quarters since. The position peaked at $708K in Q2 2015. 599 funds tracked by Wall St. Rank hold SWK as of Q3 2015.

  • Aris Wealth Services held 25 shares of Stanley Black & Decker worth $2K as of Q3 2015.
  • Aris Wealth Services sold 6,699 Stanley Black & Decker shares in Q3 2015, an estimated $690K.
  • Stanley Black & Decker made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #332 holding.
  • Aris Wealth Services first reported a position in Stanley Black & Decker in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Stanley Black & Decker position peaked at $708K in Q2 2015.
  • 599 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.