Bar Harbor Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Bar Harbor Wealth 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
2018 Q4	–	Sell	-2,365	Closed	-$346K	–	303
2018 Q3	$346K	Sell	2,365 -232	-9%	-$33K	0.04%	232
2018 Q2	$345K	Sell	2,597 -26	-1%	-$3.74K	0.04%	233
2018 Q1	$402K	Buy	2,623 +77	+3%	+$12.5K	0.05%	219
2017 Q4	$432K	Buy	2,546 +346	+16%	+$56.6K	0.05%	208
2017 Q3	$332K	Buy	2,200 +459	+26%	+$66K	0.04%	236
2017 Q2	$245K	Buy	1,741 +106	+6%	+$14.5K	0.03%	274
2017 Q1	$218K	Buy	+1,635	New	+$205K	0.03%	303

Other funds holding SWK

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bar Harbor Wealth Management's SWK Position: Q4 2018 in Review

Bar Harbor Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 2,365 shares — an estimated $346K sold.

Bar Harbor Wealth Management first reported a position in SWK in Q1 2017 and held it in 7 quarters. The position peaked at $432K in Q4 2017. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

Bar Harbor Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
Bar Harbor Wealth Management sold 2,365 Stanley Black & Decker shares in Q4 2018, an estimated $346K.
Bar Harbor Wealth Management first reported a position in Stanley Black & Decker in Q1 2017 and held it in 7 quarters.
Bar Harbor Wealth Management's Stanley Black & Decker position peaked at $432K in Q4 2017.
715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.