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Assured Investment Management’s Stanley Black & Decker SWK Stock Holding History

Assured Investment Management’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
2017
Q1 		– Sell
-5,697
Closed -$653K – 721
2016
Q4 		$653K Buy
+5,697
New +$679K 0.01% 408
2016
Q3 		– Sell
-3,895
Closed -$433K – 687
2016
Q2 		$433K Buy
3,895
+3,216
+474% +$358K 0.01% 427
2016
Q1 		$71K Buy
+679
New +$65.9K ﹤0.01% 551
2015
Q2 		– Sell
-808
Closed -$77K – 725
2015
Q1 		$77K Buy
+808
New +$77.3K ﹤0.01% 531

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Assured Investment Management's SWK Position: Q1 2017 in Review

Assured Investment Management sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 5,697 shares — an estimated $653K sold.

Assured Investment Management first reported a position in SWK in Q1 2015 and held it in 4 quarters. The position peaked at $653K in Q4 2016. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Assured Investment Management reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Assured Investment Management sold 5,697 Stanley Black & Decker shares in Q1 2017, an estimated $653K.
  • Assured Investment Management first reported a position in Stanley Black & Decker in Q1 2015 and held it in 4 quarters.
  • Assured Investment Management's Stanley Black & Decker position peaked at $653K in Q4 2016.
  • 669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Assured Investment Management's 13F filing for Q1 2017, filed 15 May 2017.