BFSG LLC’s Stanley Black & Decker SWK Stock Holding History

BFSG LLC’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 Q1	–	Sell	-2,092	Closed	-$355K	–	165
2017 Q4	$355K	Buy	+2,092	New	+$342K	0.15%	92

Other funds holding SWK

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

BFSG LLC's SWK Position: Q1 2018 in Review

BFSG LLC sold out of Stanley Black & Decker (SWK) in Q1 2018, closing a stake of 2,092 shares — an estimated $355K sold.

BFSG LLC first reported a position in SWK in Q4 2017 and held it in 1 quarter. The position peaked at $355K in Q4 2017. 791 funds tracked by Wall St. Rank hold SWK as of Q1 2018.

BFSG LLC reported no remaining Stanley Black & Decker position as of Q1 2018 after selling out during the quarter.
BFSG LLC sold 2,092 Stanley Black & Decker shares in Q1 2018, an estimated $355K.
BFSG LLC first reported a position in Stanley Black & Decker in Q4 2017 and held it in 1 quarter.
BFSG LLC's Stanley Black & Decker position peaked at $355K in Q4 2017.
791 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2018.

Based on BFSG LLC's 13F filing for Q1 2018, filed 8 May 2018.