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Avestar Capital’s Stanley Black & Decker SWK Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-109
Closed -$12K – 748
2019
Q2 		$12K Buy
109
+6
+6% +$845 0.01% 484
2019
Q1 		$9K Buy
103
+2
+2% +$261 0.01% 495
2018
Q4 		$7K Buy
101
+39
+63% +$4.87K ﹤0.01% 496
2018
Q3 		$8K Buy
62
+4
+7% +$569 ﹤0.01% 496
2018
Q2 		$5K Hold
58
– – ﹤0.01% 580
2018
Q1 		$8K Hold
58
– – 0.01% 469
2017
Q4 		$8K Buy
+58
New +$9.49K 0.01% 487

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Avestar Capital's SWK Position: Q3 2019 in Review

Avestar Capital sold out of Stanley Black & Decker (SWK) in Q3 2019, closing a stake of 109 shares — an estimated $12K sold.

Avestar Capital first reported a position in SWK in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q2 2019. 732 funds tracked by Wall St. Rank hold SWK as of Q3 2019.

  • Avestar Capital reported no remaining Stanley Black & Decker position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 109 Stanley Black & Decker shares in Q3 2019, an estimated $12K.
  • Avestar Capital first reported a position in Stanley Black & Decker in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Stanley Black & Decker position peaked at $12K in Q2 2019.
  • 732 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.