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AUA Capital Management’s Stanley Black & Decker SWK Stock Holding History

AUA Capital 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
Q2 		– Sell
-190
Closed -$25K – 212
2017
Q1 		$25K Hold
190
– – 0.03% 124
2016
Q4 		$22K Buy
+190
New +$22.6K 0.02% 135

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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AUA Capital Management's SWK Position: Q2 2017 in Review

AUA Capital Management sold out of Stanley Black & Decker (SWK) in Q2 2017, closing a stake of 190 shares — an estimated $25K sold.

AUA Capital Management first reported a position in SWK in Q4 2016 and held it in 2 quarters. The position peaked at $25K in Q1 2017. 701 funds tracked by Wall St. Rank hold SWK as of Q2 2017.

  • AUA Capital Management reported no remaining Stanley Black & Decker position as of Q2 2017 after selling out during the quarter.
  • AUA Capital Management sold 190 Stanley Black & Decker shares in Q2 2017, an estimated $25K.
  • AUA Capital Management first reported a position in Stanley Black & Decker in Q4 2016 and held it in 2 quarters.
  • AUA Capital Management's Stanley Black & Decker position peaked at $25K in Q1 2017.
  • 701 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2017.

Based on AUA Capital Management's 13F filing for Q2 2017, filed 26 Jul 2017.