BFM
SWJ.CL

Boston Financial Management’s STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 SWJ.CL Stock Holding History

Boston Financial Management’s Portfolio SWJ.CL Stock Details SWJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,000
Closed -$205K – 273
2017
Q2 		$205K Hold
8,000
– – 0.01% 259
2017
Q1 		$202K Buy
+8,000
New +$201K 0.02% 264

Other funds holding SWJ.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
CIA
CCM Investment Advisers Columbia, South Carolina $1.29B AUM 60.91% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Boston Financial Management's SWJ.CL Position: Q3 2017 in Review

Boston Financial Management sold out of STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 (SWJ.CL) in Q3 2017, closing a stake of 8,000 shares — an estimated $205K sold.

Boston Financial Management first reported a position in SWJ.CL in Q1 2017 and held it in 2 quarters. The position peaked at $205K in Q2 2017. 10 funds tracked by Wall St. Rank hold SWJ.CL as of Q3 2017.

  • Boston Financial Management reported no remaining STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position as of Q3 2017 after selling out during the quarter.
  • Boston Financial Management sold 8,000 STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 shares in Q3 2017, an estimated $205K.
  • Boston Financial Management first reported a position in STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 in Q1 2017 and held it in 2 quarters.
  • Boston Financial Management's STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 position peaked at $205K in Q2 2017.
  • 10 funds tracked by Wall St. Rank held STANLEY BLACK & DECKER, INC. 5.75% Junior Subordinated Debentures due 2052 as of Q3 2017.

Based on Boston Financial Management's 13F filing for Q3 2017, filed 30 Oct 2017.