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Beacon Financial Group’s Stanley Black & Decker SWK Stock Holding History

Beacon Financial Group’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
-2,859
Closed -$419K – 187
2018
Q3 		$419K Buy
+2,859
New +$407K 0.07% 142

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Financial Group's SWK Position: Q4 2018 in Review

Beacon Financial Group sold out of Stanley Black & Decker (SWK) in Q4 2018, closing a stake of 2,859 shares — an estimated $419K sold.

Beacon Financial Group first reported a position in SWK in Q3 2018 and held it in 1 quarter. The position peaked at $419K in Q3 2018. 715 funds tracked by Wall St. Rank hold SWK as of Q4 2018.

  • Beacon Financial Group reported no remaining Stanley Black & Decker position as of Q4 2018 after selling out during the quarter.
  • Beacon Financial Group sold 2,859 Stanley Black & Decker shares in Q4 2018, an estimated $419K.
  • Beacon Financial Group first reported a position in Stanley Black & Decker in Q3 2018 and held it in 1 quarter.
  • Beacon Financial Group's Stanley Black & Decker position peaked at $419K in Q3 2018.
  • 715 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2018.

Based on Beacon Financial Group's 13F filing for Q4 2018, filed 16 Jan 2019.