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Bowling Portfolio Management’s Stanley Black & Decker SWK Stock Holding History

Bowling Portfolio 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
2017
Q1 		– Sell
-43,826
Closed -$5.03M – 373
2016
Q4 		$5.03M Sell
43,826
-8,615
-16% -$1.03M 0.75% 50
2016
Q3 		$6.45M Buy
+52,441
New +$6.33M 0.9% 33

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bowling Portfolio Management's SWK Position: Q1 2017 in Review

Bowling Portfolio Management sold out of Stanley Black & Decker (SWK) in Q1 2017, closing a stake of 43,826 shares — an estimated $5.03M sold.

Bowling Portfolio Management first reported a position in SWK in Q3 2016 and held it in 2 quarters. The position peaked at $6.45M in Q3 2016. 669 funds tracked by Wall St. Rank hold SWK as of Q1 2017.

  • Bowling Portfolio Management reported no remaining Stanley Black & Decker position as of Q1 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 43,826 Stanley Black & Decker shares in Q1 2017, an estimated $5.03M.
  • Bowling Portfolio Management first reported a position in Stanley Black & Decker in Q3 2016 and held it in 2 quarters.
  • Bowling Portfolio Management's Stanley Black & Decker position peaked at $6.45M in Q3 2016.
  • 669 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2017.

Based on Bowling Portfolio Management's 13F filing for Q1 2017, filed 1 May 2017.