Blue Bell Private Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Blue Bell Private 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
2016 Q4	–	Sell	-636	Closed	-$79K	–	378
2016 Q3	$79K	Hold	636	–	–	0.05%	158
2016 Q2	$71K	Hold	636	–	–	0.05%	169
2016 Q1	$67K	Hold	636	–	–	0.05%	190
2015 Q4	$68K	Hold	636	–	–	0.05%	182
2015 Q3	$62K	Hold	636	–	–	0.04%	192
2015 Q2	$67K	Hold	636	–	–	0.04%	188
2015 Q1	$60K	Hold	636	–	–	0.04%	196
2014 Q4	$61K	Hold	636	–	–	0.04%	207
2014 Q3	$56K	Hold	636	–	–	0.03%	220
2014 Q2	$56K	Hold	636	–	–	0.03%	209
2014 Q1	$52K	Hold	636	–	–	0.04%	185
2013 Q4	$51K	Buy	+636	New	+$52.1K	0.04%	186

Other funds holding SWK

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

FMI

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Blue Bell Private Wealth Management's SWK Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2016, closing a stake of 636 shares — an estimated $79K sold.

Blue Bell Private Wealth Management first reported a position in SWK in Q4 2013 and held it in 12 quarters. The position peaked at $79K in Q3 2016. 661 funds tracked by Wall St. Rank hold SWK as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 636 Stanley Black & Decker shares in Q4 2016, an estimated $79K.
Blue Bell Private Wealth Management first reported a position in Stanley Black & Decker in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Stanley Black & Decker position peaked at $79K in Q3 2016.
661 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.