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Braver Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Braver 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
Q2 		– Sell
-13,373
Closed -$1.41M – 152
2016
Q1 		$1.41M Buy
+13,373
New +$1.3M 0.23% 76

Other funds holding SWK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Braver Wealth Management's SWK Position: Q2 2016 in Review

Braver Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2016, closing a stake of 13,373 shares — an estimated $1.41M sold.

Braver Wealth Management first reported a position in SWK in Q1 2016 and held it in 1 quarter. The position peaked at $1.41M in Q1 2016. 628 funds tracked by Wall St. Rank hold SWK as of Q2 2016.

  • Braver Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2016 after selling out during the quarter.
  • Braver Wealth Management sold 13,373 Stanley Black & Decker shares in Q2 2016, an estimated $1.41M.
  • Braver Wealth Management first reported a position in Stanley Black & Decker in Q1 2016 and held it in 1 quarter.
  • Braver Wealth Management's Stanley Black & Decker position peaked at $1.41M in Q1 2016.
  • 628 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.