Aviva
SWH

Aviva’s Stanley Black & Decker, Inc. SWH Stock Holding History

Aviva’s Portfolio SWH Stock Details SWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-180,000
Closed -$20.5M – 849
2014
Q2 		$20.5M Buy
180,000
+100,000
+125% +$11.2M 0.16% 164
2014
Q1 		$8.63M Buy
80,000
+20,000
+33% +$2.09M 0.07% 306
2013
Q4 		$6.17M Buy
+60,000
New +$6.15M 0.05% 386

Other funds holding SWH

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aviva's SWH Position: Q3 2014 in Review

Aviva sold out of Stanley Black & Decker, Inc. (SWH) in Q3 2014, closing a stake of 180,000 shares — an estimated $20.5M sold.

Aviva first reported a position in SWH in Q4 2013 and held it in 3 quarters. The position peaked at $20.5M in Q2 2014. 48 funds tracked by Wall St. Rank hold SWH as of Q3 2014.

  • Aviva reported no remaining Stanley Black & Decker, Inc. position as of Q3 2014 after selling out during the quarter.
  • Aviva sold 180,000 Stanley Black & Decker, Inc. shares in Q3 2014, an estimated $20.5M.
  • Aviva first reported a position in Stanley Black & Decker, Inc. in Q4 2013 and held it in 3 quarters.
  • Aviva's Stanley Black & Decker, Inc. position peaked at $20.5M in Q2 2014.
  • 48 funds tracked by Wall St. Rank held Stanley Black & Decker, Inc. as of Q3 2014.

Based on Aviva's 13F filing for Q3 2014, filed 13 Nov 2014.