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

Aviance 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 Q4	–	Sell	-24,473	Closed	-$623K	–	330
2017 Q3	$623K	Buy	+24,473	New	+$3.52M	0.04%	139
2016 Q4	–	Sell	-9,337	Closed	-$1.15M	–	307
2016 Q3	$1.15M	Sell	9,337 -80	-0.8%	-$9.66K	0.03%	198
2016 Q2	$1.05M	Buy	9,417 +297	+3%	+$33K	0.03%	197
2016 Q1	$960K	Sell	9,120 -1,787	-16%	-$173K	0.03%	182
2015 Q4	$1.16M	Buy	10,907 +3,282	+43%	+$346K	0.04%	152
2015 Q3	$739K	Buy	+7,625	New	+$785K	0.03%	163
2013 Q4	–	Sell	-5,699	Closed	-$516K	–	475
2013 Q3	$516K	Buy	5,699 +80	+1%	+$6.86K	0.3%	67
2013 Q2	$434K	Buy	+5,619	New	+$440K	0.24%	88

Other funds holding SWK

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

FMI

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

Aviance Capital Management's SWK Position: Q4 2017 in Review

Aviance Capital Management sold out of Stanley Black & Decker (SWK) in Q4 2017, closing a stake of 24,473 shares — an estimated $623K sold.

Aviance Capital Management first reported a position in SWK in Q2 2013 and held it in 8 quarters. The position peaked at $1.16M in Q4 2015. 796 funds tracked by Wall St. Rank hold SWK as of Q4 2017.

Aviance Capital Management reported no remaining Stanley Black & Decker position as of Q4 2017 after selling out during the quarter.
Aviance Capital Management sold 24,473 Stanley Black & Decker shares in Q4 2017, an estimated $623K.
Aviance Capital Management first reported a position in Stanley Black & Decker in Q2 2013 and held it in 8 quarters.
Aviance Capital Management's Stanley Black & Decker position peaked at $1.16M in Q4 2015.
796 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2017.

Based on Aviance Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.